I help individuals with the responsible investment of financial assets -- primarily investments in no-load mutual funds. I develop tailored investment strategies for my clients and provide ongoing assessment of changing needs. I work closely with clients to access needs, provide education and support for financial awareness.
A. Introductory Meeting
During the first meeting I complete a preliminary review of your financial situation.
• Review income and expense levels with you to develop appropriate financial strategies.
• Guide you to lower levels of credit card debt to reduce high interest expenditures.
• Determine your financial goals and time frames for saving for retirement, education, and other large purchases.
• Discuss the effects of duration on fixed income investments.
• Discuss the benefits of diversification of asset classes.