The investment planning process begins with an in person meeting.

I'd like to take some time to get to know who you are, how you got here, and where you'd like to go. In order for me to make investment recommendations, I have to understand your needs, goals, and investment criteria. I'll then do some homework evaluating the next best steps for you. 

Once we develop a strategy we impliment and monitor that strategy so it directly works with your changing needs. 

To learn more about investment planning, please give me a call.