MY PROCESS
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Everything Starts With a Plan

Before it is built, every home starts with a blueprint.  A plan.  Without it, you have no certainty as to the stability or longevity of your home.  The same can be said for your investments.  The path towards your financial future requires a clear vision, a detailed plan, and a dedicated financial advisor.  Taking every factor of this important process into account, I will construct a powerful blueprint for building and retaining wealth.  My innovative approach will include a thorough analysis of your budget, your current financial holdings and your risk tolerance to construct your own personal portfolio.  It may also include analysis for family, education, tax, insurance and estate planning.  

By having a well-thought-out plan, you are better positioned to attain your goals more efficiently and effectively.  At CWA there are other financial professionals who collectively have over 150 years of experience that I can call upon for additional ideas.
 

Let’s build your financial future together.

Learn

I want to learn and understand what your concerns, goals and objectives are for you, your family or business.

Analyze

I’ll analyze your current financial situation by conducting an in-depth evaluation of your portfolio and how it aligns with your needs, goals and risk tolerance.

Strategize

I will then create a customized plan designed specifically to address all of your goals and concerns efficiently and effectively.

Implement

I will then implement your strategy into action.

Monitor

I will continuously monitor your plan to ensure it is operating as originally designed and make appropriate changes when needed.