My Process
Finding the right solution for your personal or business needs requires me to pay special attention to the circumstances of your unique situation. This is why I take a needs-based approach. My four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and that you remain on course as life unfolds.
- Analyze. Before I recommend any product or service, I ask questions and get a clear understanding of your financial goals and objectives. I then analyze your insurance and/or investment portfolio to identify any gaps that may exist in your financial situation.
- Recommend. I provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.
- Implement. If you're satisfied with my recommendations, I work with you to implement your strategies and secure the required products and services to help ensure your financial freedom.
- Review. Because your financial situation is bound to change, I work with you over time through periodic reviews to help you monitor your strategies and their capacity to continuously meet your goals.