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Our Personal Planning Process

By considering your unique financial situation, as a Certified Financial Planner™ professional I can help you manage your investments and plan for your success with our personal planning process. As a CFP® professional since 1986 I have completed extensive training and experience requirements. I exceed the ongoing CFP® continuing education requirements and I am held to rigorous ethical standards.

I will make recommendations that I believe are in your best interest. I can help you understand your current situation, set goals, and measure your progress. As a CFP® professional I am uniquely qualified to take you through our personal planning process. Working with a CFP® professional like myself can help secure your financial well being and give you peace of mind.


In six steps, together we can:

  • 1. Agree on how to work together

    I will explain the services I’ll provide, how we make decisions, each of our responsibilities and cost involved.

  • 2. Gather information about your finances and set goals

    You and I will talk about your current financial situation and gather any necessary documents. Together, we can define your personal and financial goals, including timeframes. We will discuss your comfort level when it comes to taking financial risks.

  • 3. Analyze and strategize

    We will take your finances and personal situation into account and develop a strategy to meet your goals. Our analysis may cover your assets, liabilities, cash flow, current insurance coverage, investments and tax strategies.

  • 4. Develop recommendations

    I will make financial recommendations, with clear explanations, so you can make informed decisions. I will address your questions and concerns and revise my recommendations if necessary.

  • 5. Put plan into motion

    You and I will determine on how the recommendations will be carried out. I will implement some recommendations myself and work with other professionals, as appropriate, to work towards your goals. With your permission, I am happy to consult your other professionals, such as attorneys or tax advisors.

  • 6. Monitor progress and stay on track

    As we work towards your goals, Together we can monitor progress to make sure we’re staying on track. We can review your situation and with your permission make any necessary adjustments.

Together we can plan for your success!