Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. People don’t always make wise choices when they are stressed out. So we also want to help you relax and feel at home when working with us. (In fact, my office is IN my home!) Whatever we can do to help you feel comfortable and supported will help improve the choices you make about your finances.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to show where you are now and discuss our recommendations. Together, we implement the recommendations and keep an eye on your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will fine tune your financial plan or investments.
Because there are many factors that may change in your situation or the environment, we are committed to staying current on relevant tax, estate and social security laws. We are continually learning in order to provide you with the best financial advice for your particular situation.