The Practice: I build a clients a roadmap to get you to their financial destinations. Clients' dreams are my mission! The financial plan is typically a 50-100 page document that you keep as an asset to use. I work primarily with dual income households with growing families as well as professionals that are within 5-10 years of retirement or in retirement who need high-touch distribution management to make sure their retirement paycheck lasts! The Process: (4 steps) 1) I meet with you and gather the information required to design your plan 2) We review your plan in a second session 3) The plan is put into action 4) The plan is refined and revised as life changes. We can meet as frequently as needed but a minimum of once a year. The Products: I do not assume you have a need for any products. I do have access to protection products (life, health, disability, long-term care) as well as investment products (529, retirement accounts, brokerage accounts, CD’s, etc.).