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Your Roadmap for Financial Success

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.

We meet with individuals and married couples in a series of meetings. We both benefit from this experience because we work through this process together.  We get know each other, our individual personalities, our philosophies and our experiences.  We anticipate building a long term relationship with you and your family, there are no fees or obligation for the initial meeting.

 1) Discovery Meeting:

  • Before discussing numbers, we will need to determine where you like to go, what you like to do now and in the near future. We will share our investment philosophy; discuss portfolio diversification and rebalancing, your risk characteristics, and timeframe for your investment strategy. By thoroughly listening to you, we then can offer our knowledge in accessing the state your finances and develop risk-appropriate investment strategies to help reach your goals in life.

 2) Solution Presentation:

  • We reconfirm your stated goals and present our recommendations in the form of a roadmap. Working towards specific financial benchmarks you are setting for you and your family, the roadmap pinpoints the strategies that will allow you to pursue financial success. We will together customize your portfolio by assisting you in selecting investments in your best interest to pursue your goals.   After this meeting, we will implement your roadmap.

3) Follow-up Meeting:

  • In 60-90 days, we review your quarterly statements and investment reports to help you become comfortable with the strategies implemented and provide you the ability to answer any additional questions you may have since our last meeting.

4) Progress Reviews (Ongoing):

  • Ongoing Progress Reviews will occur twice a year to review the progress of your investment portfolio. These ongoing meetings will reveal to you the true value of our service. Together we are able to review your financial status, and investment objectives in light of tax law changes.

Call us for a 2nd Opinion about your current portfolio or schedule an  initial consultation 407-875-3331.

*All investing involves risk, including the possible loss of principal.  There is no assurance that any investment strategy will be successful. A diversified portfolio does not assure a profit or protect against loss in a declining market.