Financial planning is designed to help you determine your financial goals and how to achieve them. It is a lifetime process that requires updating as circumstances change. The following are the steps we will undertake in order to help you achieve your goals: INITIAL COMPLIMENTARY MEETING, IDENTIFYING YOUR GOALS, ASSESSING YOUR FINANCIAL SITUATION, PRESENTATION OF YOUR FINANCIAL PLAN, IMPLEMENTING THE RECOMMENDATIONS, REVIEWING AND UPDATING THE PLAN.
I am an Independent Fee-only Certified Financial Planner
I have extensive experience in the financial services industry with both global and domestic investment firms