Prospective Clients - Families - Investment Management 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. Our Process Goal Setting First, we help you set specific goals. Risk Tolerance Second, we determine your tolerance for risk for each goal. Investment Models Then, we create strategies that are tailored to your needs and goals. Monitoring Finally, we monitor the investments over time. Appointment Process To Get Started Appointment 1 Goals and Information Gathering Learn more Appointment 2 Years of experience have prepared us to guide you through your life transitions. Learn more Appointment 3 Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. Learn more Next Steps Schedule an Appointment Create your eMoney Account 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. Get Started! Have a Question? Name Email Address Phone Question Thank you! Oops!