You are? I am? Let’s discover if we are going to make a great team. Alignment is important, as you want an individual with similar values.

Tell me what excites you and scares you. What does finishing well look like to you and your family?

I am a collaborator who wants to be a part of a team. I usher clients into contentment and bring a plan for peace.

Take some time to think it over, perhaps sleep on it. We have discussed expectations of one another and now it’s time for you to decide if I am the right advisor for you.

Welcome to the discovery, where I will ask questions and inquire about documents. All the information allows me to build out the best possible plan for you.

Now it’s time for me to put together a plan with all the right pieces that are tailored to your unique needs.

We discuss it, implement it and review it to ensure