Your Unique Profile
All of our clients are unique. Physicians, business owners, scientists, contractors, college students, and retail clerks are just a few of the people that we serve. Some are retired and some are just beginning to prepare for their retirement years. Still others are just starting their careers and are looking to use the value of time to help them reach their goals. My Financial Coach treats every client’s goal individually to help build, manage and expand their wealth.
Our Financial Process
We begin by developing a snapshot of your current financial situation by reviewing your income, assets and liabilities, insurance coverage, risk tolerance, investment portfolio, tax exposure and your estate plan. Once your goals are established a customized plan is constructed with specific financial products to meet your objectives. This plan is monitored, reviewed and adjusted as changes occur in the financial plan and the client’s goal.