Getting Started

People who are interested in working with me have questions covering a range of personal, family, financial and lifestyle issues. There are several things potential clients want to determine.  First, do you feel confident that I understand your concerns and am competent to be of assistance to you.  Second, do you feel you can trust me to work for your benefit, that I will be candid and forthright in our dealings? Third, do you feel that there is a basis for a long term professional partnership?   For me, I must assess several things:

1. Can I bring value to our relationship?
2. Can I speak my mind honestly, clearly and with candor?
3. Is there a basis for a long term partnership?

Importantly, this is an opportunity to ask me your own questions.  I encourage you to ask candid and tough questions. As you are developing your sense of me, you may want to know about my financial and investment philosophy as well as my business, how I am compensated, and my professional relationships. From this discussion comes the determination for both of us if there is a fit where trust can develop and deepen over time.
I have attached outlines of how I usually work with clients who have concerns about the following:

• How do I manage a large portfolio?
• How do I build assets for retirement?
• How do I get my financial act together?

Please click on the topic of interest to you for further detailed description.