My proven steps
Strategic, personalized and designed with your legacy in mind.
A clear path to clarity, confidence & control.
A Complimentary 30 Minute Session
We begin with a thoughtful conversation to explore your goals, financial situation, and what matters most to you and your family. You’ll complete a brief application so we start with accurate data from the beginning.
Your Vision, Values & Vulnerabilities
Using your input, we assess key areas like income, risk tolerance and retirement readiness. This helps uncover gaps and identify opportunities in your current financial strategy from income planning to legacy protection.
Clarity Through Customization
I present personalized strategies designed around your goals, whether you need lifetime income, tax efficiency, legacy planning, or protection from market loss.
We Don’t Just Plan — We Partner
Once you’re ready, I guide you through the application and setup process, then continue with regular check-ins, annual reviews and life-stage adjustments.
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