My Process

My four-step process is flexible and continues to be applied throughout every stage of our relationship.

Agree & Implement

  • Getting started
    • Implementation
    • Meetings
    • Plan execution
    • Patience
    • Discipline


  • Review meetings
    • Progress towards goals
    • Tactical shifts
  • Informal discussions
    • Change in circumstances


  • Listening, people-centric, behavioral
  • Goals and objectives
  • Experiences
  • Financial information


  • Process, not product
  • Confirm our understanding
  • Planning
  • Strategies, recommendations, rationale
  • Personalized and flexible

Once the process reaches the fourth step, we return to the first step and continue the cycle. This helps ensure progress toward each individual client's goals and objectives.

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