My Financial Planning Process

I help individuals and families efficiently achieve more financial security and better lives using a variety of tools which include a comprehensive planning process.  This consistent planning method has been proven time and again to provide very constructive results.   Briefly described the financial planning process steps are: 

  • Initial Complimentary Consultation;  I will listen to your financial concerns and objectives, explain the planning process, and determine how we can work together to achieve your goals

  • Gather your Information; I will review your complete financial picture including current assets, liabilities, insurance protection, income and expenses.  We will spend time clearly defining how you envision success and the financial goals you need to achieve in the short and long term.

  • Analysis & Recommendations; we will perform a detailed financial analysis and review a preliminary draft of your plan.  We will discuss all aspects of your financial plan, compare different scenarios and explain various strategies for you to consider.

  • Financial Solutions Presentation; your written financial plan will be completed and presented to you.  It will communicate your goal specific & actionable recommendations based upon your strengths, areas of opportunity and unaddressed risks.

  • Ongoing Collaboration; periodic review is crucial to successful planning.  We will discuss progress toward goals, implementation of action items, and the impact of any significant changes.  

Comprehensive Financial Planning is my commitment to support your financial security and personal achievement.  I understand the importance of having an experienced team of professionals working for you.  I collaborate with Barnum Financial Group’s Wealth Strategies Division They are a team of dedicated experienced professionals delivering leading-edge strategies with a shared mission to serve you.