Developing and implementing a comprehensive wealth management plan helps me understand your goals and uncover potential risks.  During our consultations, we will have in-depth conversations about your financial situation.  Your wealth management plan will set the framework for educating and guiding you as the situation changes throughout your and your family’s lifetime.

After your plan is created, we will schedule annual face-to-face meetings to conduct comprehensive wealth management reviews.  My review covers a variety of topics, including changes in family life, finances, work, health, and/or insurance needs.  I will also review any gifting, retirement, and estate planning strategies and how the markets are impacting our strategy.  After my comprehensive review, I will evaluate if your plan reflects your goals and suggest any recommended changes.