Our Approach All relationships begin with a conversation. We start our process with either a face to face or phone meeting to get to know one another and make sure we are the right fit. We talk about your situation and why you are shopping for a financial advisor, a high level over view of your goals and desires, and my background. We look at your household like a business and help you create a balance sheet and income statement. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your goals and risk tolerance.
For some a Financial or Retirement Plan are too in depth, we offer single or multiple unit planning services. These including insurance analysis, debt elimination, budgeting, single or multiple goal s...
A written analysis of your current situation with a blueprint to your financial future. We start by preparing a balance sheet (what you own and what you owe). Analyze cash flow including money coming ...
A comprehensive and independent review of your situation. We begin by looking at the balance sheet (what you own and what you owe). Then, we analyze cash flow including money coming in from sources li...
29 148th Ave
Bellevue, Washington 98008
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