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Say H.O.L.A. to Wealth Blueprint™


H. Have a conversation.

Let’s chat during a complimentary 15 to 30-minute conversation to see how I can help you, and to determine if we’re a good fit.

O. Onboard.

Once we’ve mutually agreed to work together, I’ll send you a link to my private client portal so that you can start entering your client data and upload the necessary documents.

L. Lay it all out!

It’s not just about the numbers. In this meeting I’d like to go deeper into your goals so that I can better understand what makes you get up in the morning, and what you’d like to get out of life.

A. Action!

Let’s make sure your plan does not sit there collecting dust. We’ll work together to implement actionable steps to help you get closer to your goals. We’ll also have ongoing check-ins quarterly or semi-annually, and as major life events occur. In addition, you’ll have phone and email support in between meetings as needed.

Does this sound like you? 

This is who I do my best work with:

  • I’m very busy focusing on my family and my career
  • I’m a diligent saver or want to become one
  • I value financial advice and could use help navigating through life’s changes
  • I’m not attracted to get rich quick schemes or only focused on buying the latest “hot stock”

We might not be a good fit if:

  • You are a do-it-yourselfer and like to play the market and only focus on following the latest "hot stock"
  • You are only focused on investment returns instead of following a disciplined and strategic approach
  • You act first and then seek validation to see if you made the right decision later
  • You get "creative" on your tax returns

If you feel like we might be a good fit and are ready to move forward please do as follows:


First:

Fill Out Initial Intake Form 

Second:

 Schedule an Appointment