Here's What to Expect

Personal Financial Planning

 Offering comprehensive, personal financial planning through the In Sync for Success™ money system to help you, as our client, align all your financial decisions with what is really important to you: your goals and your values. 

Comprehensive

We coordinate and clarify financial planning, money management, tax, estate, and insurance planning with our strategic partners using our process; continually optimizing every aspect of our clients’ financial lives. 

Systematic Process for Choices

You, our clients describe the peace of mind which comes from knowing you are making the right choices through a systematic process; confident that both you and your team are held accountable for doing what you tell us will make it possible for you to live your ideal life. 

An Unbiased Approach

INITIAL CONSULTATION

See if there is a fit between what you are seeking and the way we help our clients do what is important to them by booking an initial consultation. Once scheduled,  expect our email, with a list of the essential items we will request should you choose to engage us, firm brochure, privacy policy, and directions to our office. 

AFTER OUR INITIAL CONSULTATION

You will have your own Financial Road Map(R) and know the next step.

CONFIRM - Facts and OptionsTM

You will be a member of our Ideal Client Community once we both sign our Agreement to provide to you Comprehensive Financial Planning at the Legacy or Premium Service Level. You confirm to us that we have all the facts and prioritize your options we describe for you during our meeting. And move to the next step.

DESIGN - What It TakesTM

Your strategy with recommendations for you, is based on the information you provide, and is designed to give you the highest probability of accomplishing what you have told me is most important to you. Next part is key: A-C-T-I-O-N ... yours!

ACTION - Where the results come from

See your progress, stay on track, and look ahead with your living financial strategy checking in for three meetings each year, to do more of what is most important to you.

VALUE - Unbiased Approach

You can rest assured that the advice you receive from me is not biased by the size of a commission for selling a product to you.  I receive no compensation for selling products or rewards for referrals.

Partner for a Higher Standard