Approach

Fee-based, centered around you

My clients' needs always come first.  My approach to investments is fee-based and tailored to your needs.  My recommendations and strategies are driven by your needs, comfort level, risk tolerance, and time horizon. 

 

Determining your risk

While everyone's portfolio may hold similar investments, it's the mix and the variety that determines the amount of risk we take.  We all hold certain biases, such as not wanting to incur taxes or holding on to principal.  Once you feel comfortable with the amount of risk you should assume, I will be better able to understand your biases and find alternative methods to help you pursue your goals.

 

Preparing for the “what-if?” moments

Preparation helps us live our lives with intention and care for the things that really matter.  My duty is to focus on your financial present and future, so you can focus on your life.