FAQs
- What is your typical process for working with a new customer?
Gathering the necessary information to determine their GOALS and OBJECTIVES. Looking at assets and liabilities to build an evolving plan to get them to their destination. My team and I build the client a road map that mitigates life's curveballs and get you to retirement, in the most tax efficient way possible.
- How did you get started doing this type of work?
I realized how important financial planning was and how most of the population isn't having these types of conversations. My younger brother passed away a few years ago and it was brought to my attention that he was studying to become a planner. It gave me an opportunity to carry the torch.
- What types of customers have you worked with?
Physicians, business owners, families, and individuals growing in their careers.