My Process

'Overwhelming' is a word my clients often use to describe their journey through divorce or into widowhood.  At an emotionally challenging time, the balance between what we know about the future and what we don't tips heavily toward the unknown. 

My process is designed to help you restore balance by gathering and organizing important financial records, carefully studying your financial situation, and charting a pathway forward.  My goal is to help you understand where you are, where you're going, and what it will take to get there.  

We'll create financial statements that show you where everything stands.  By reviewing “what-if” planning scenarios, we'll study your options and help you see the future more clearly.  We'll review your beneficiaries to make sure everything's up to date and implement an investment strategy focused on helping you reach your goals. 

We'll review everything at least twice each year and make adjustments as your goals change.  We'll know the process is working when you can feel greater confidence and control over your financial life.