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Wealth Management Organizer

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Before we meet, the following topics preface all of the aspects of your finances that we cover, so take a look through and find what is most important so we can help to achieve your goals.

Goal Planning

➣ Retirement

➣ Education

➣ Vacation

➣ 2nd Residence

➣ Legacy

➣ Other

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➣ Property

• Real Property
• Personal Property 

➣ Investments</strong

• Risk Profile
• Allocation Strategy

➣ Tax Strategy

➣ Contribution/Withdrawal Rate

➣ Business

• Structure
• Succession Plan


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➣ Debt Structure review

➣ Debt reduction

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Cash Flow

➣ Income Planning

• Employment
• Self-Employment
• Pension
• Social Security

➣ Investment

➣ Spending

• Non-discretionary
• Discretionary


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➣ Insurance

• Medical/ HSA
• Disability
• Property & Casualty
• Liability
• Long Term Care
• Life

➣ Durable Power of Attorney

➣ Health Care Directive


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Estate Distribution

➣ Will

➣ Trust

➣ Asset Titling

➣ Beneficiary Designations

➣ Gifting

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