Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Please create your eMoney account where you will be able to provide us with additional financial information, upload your documents to the Vault and help us better understand your personal financial situation. The earlier in the process you create your eMoney account in working with our office, the easier the process of developing a Financial Plan becomes.

While the third appointment is designed for us to give recommendations, no plan is ever complete because there are ongoing tasks that we will be responsible for, so it is important that our clients understand that we will periodically assign tasks for our clients to complete. We will review the process of completing each task and the benefits for our ongoing monitoring.