I wish I could say I had a crystal ball or that I could see the future.

I don’t. And I can’t.



However, my experience has taught me that thinking on a micro-level can prove effective when addressing macro-level developments.

Out of Our Control

How We Can Prepare

Market volatility Adjusting our mindset
Life Changes Discuss “What-If” Scenarios
Geopolitical developments Thinking “Worst Case”




More importantly, I can control what my clients experience when they interact with me. And I take delivering a respectful collaboration very seriously.

prepare icon

How I Prepare

recommend icon

What I Recommend

communicate icon

How I Communicate or Explain

My Five-Step Process



1

You get the spotlight. I’ll ask powerful questions to better understand anything and everything about your relationship with your wealth — and how you want it to work for you. The more I know, the better I’ll be able to develop a plan for what you want to achieve.

2

Your plan begins to form, broken out into short- and long-term objectives. This is when Big-picture thinking takes place.

3

Specifics start to crystalize, down to exact allocations for each recommended investment. Each goal is complemented with an associated strategy.

4

I present your personalized plan, complete with the reasons and rationale supporting it.

5

We implement your strategy after your feedback, if any, is incorporated.

My Investing Philosophy


Your wealth and wishes will be treated with a thorough, meticulous approach.

Using my corporate finance background, I view each potential investment through a lens of:




book, spreadsheet on desk

Fundamental knowledge of the asset’s balance sheet, cash flow and other items

  

  

woman looking out office window

An understanding of its future potential, both good and bad

  

  

stock ticker

Forces that may be responsible for suppressing or sky rocking its current value

  

  

tax potential pic

Potential tax ramifications and how to minimize them