My first step as your trusted advisor will be to interview you thoroughly to determine your level of investment sophistication and learn about your previous financial experiences. Have you been happy with your previous advisors? Why, or why not? Do you know the real results you have achieved? What are your attitudes towards money and your financial future?

Next, I gather a full understanding of your unique needs, circumstances, goals, and wealth structure. In context of this, I determine what percentage of individual securities vs. managed money platforms will be most suitable to satisfy your needs and meet your objectives.

Before the implementation of any strategy I will provide you with a full written review of your current situation and my recommendations and rationales for all aspects of your finances. Thereafter, I will review your progress either by phone or in person on a quarterly basis, or more frequently if you prefer. As part of the collaborative management approach, feedback is welcomed and encouraged, and I remain available at all times to discuss your investments with you.