How We Work Together

 
It All Starts with Where You Are, Right Now.
 
When we begin, it is important to spend time together for us to understand exactly where you are financially. Proper advice starts with taking an in-depth look at where you are today to create an analysis of what may be possible for your financial future.

Most people have a drawer in their kitchen with a few keys, some recipes, coupons, a scissors, and a piece of string. This is called the junk drawer.

Many people also have a financial junk drawer. They buy a house and put the mortgage information in the drawer. Then, they have to get homeowners' insurance, and that information also goes in the drawer. Employee benefits, retirement plans, investments, and insurance information all get added to the drawer.

While most of these decisions made sense at the time, they may not have been reviewed in years. Never has everything been taken out of the drawer to make sure that financial products and strategies are up to date and coordinated.

Because we know your objectives may change over time, we approach financial advice as a dynamic, ongoing process that takes into account your personal circumstances, changes in tax laws, and changes in the marketplace. We can design strategies that evolve with you and result in a well-coordinated series of recommendations that can be easily implemented.

The Process

Real world solutions to real world needs. In that respect, I consider my role to be more of a trusted professional: someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead.

I prefer to take a measured, thoughtful approach that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.

Step 1: Everyone is different, so it's important for me to learn as much about you as possible. What are your goals? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more I get to know about you, the more helpful and tailored my recommendations will be.

Step 2: Together we'll prioritize your goals and turn them into clear, measurable objectives. That way you can see how even the biggest challenges-like paying off your mortgage or retiring early-can be accomplished.

Step 3: Next, we'll work together to develop financial strategies to help you meet your needs and goals. I can even consult with your financial, tax, and legal advisors to make sure our efforts fit in with your overall plans.

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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