Financial Planning Process

Client Centered

Planning personal finances used to be the worry of the wealthy and their worry—usually preservation of wealth—was attended to by teams of trust officers and lawyers. Many of today’s families have different concerns: funding retirement; educating children; protecting assets; and coping with unexpected changes in health, employment, and marital situations. But, whether your goal is to build or protect assets, the sooner you start, the better.

Where to begin? Once you have the resolve, you may choose to work with a Certified Financial Planner™ whose expertise resides in the planning process itself.

As a CFP­®, and Life Centered Financial Planner, I can help you focus on the big picture, and as necessary, provide specialized services and resources related to various income and estate taxes, insurance, investing, and other holistic financial planning needs. Rather than zeroing in on such issues, we will start where you are, guiding you through an organized and methodical process.

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