Prospective Clients - Individual - Investment Management Our first priority is helping you identify and work toward your goals. 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 First Appointment Goals and Information Gathering Learn more Second Appointment Discuss Solutions Learn more Third Appointment Implementation & Monitoring Learn more Next Steps Schedule an Appointment Have a Question? Name Email Address Phone Question Thank you! Oops!