Initial Discussion

I want to make sure I know what planning you have done, both professionally and personally, and your tolerance to risk so I can help determine the plan that is in place for you makes sense with your goals.

Performance Review

I will review your plan to help determine everything being done for you is in alignment with your goals, makes sense according to the market, and makes sense according to your tolerance to risk. In addition, I will look over the fees you are paying to help determine if the fees are reasonable based on the services you are receiving.

Deliver Opinion

If your current plan makes the most sense for you, I will tell you. If I think we can improve on what's there, I will tell you how. My goal is to help as many people as possible, and even if the only way I can help is offering a second opinion I welcome the opportunity to do so today.