Your Plan

Your Plan

TOGETHER YOU AND I WILL CREATE A ROAD MAP TO YOUR GOALS; HELPING YOU TO STEER CLEAR OF COSTLY DETOURS AND ROADBLOCKS ALONG THE WAY SO YOU CAN REACH YOUR DESTINATION ON SCHEDULE.

Data Gathering...

is an essential step in the financial planning process. Asking for personal information is not meant to pry, but is the advisors way to understand your current financial situation, objectives as well as your strengths and weaknesses. Just as a medical professional gathers data to make a diagnosis and treatment to a sick patient, a competent advisor will only make recommendations when they have all relevant information.

Identifying Risk...

is essential when developing a financial plan. Risk management works to point out risks and measure the potential loss. When necessary, recommendations to transfer or minimize losses should be made to the client.

Making Recommendations...

should only be made if it is in the clients best interest. Peddling certain products because it offers a large paycheck or churning accounts is never appropriate. People matter and the financial advisor's recommendations have consequences that can influence your success later. Therefore, recommendations are only made with your best interest at heart.