Your Role

Creating your financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor. 
 

Things You Can Do To Help

• Get acquainted. Please contact me to arrange a meeting to review your situation and discuss the products and services that can help you.
   
• Educate your advisor. While I may be able to anticipate many of your needs, I will not assume anything. That's why it's so important that you be candid when providing me with information and discussing your goals.
   
• Educate yourself. Be inquisitive. I love to answer questions and want to make sure that you fully understand every recommendation provided to you. Ask me for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.
   
• Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.