facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Working Together to

Define Your Path to Financial Freedom

A triangle shaped building in the middle of a city.

Discover My Client-Focused Process

It’s important to invest and save properly now in order to prepare for any unexpected surprises or taxes down the road. Keeping tax-effective cash flow in mind leads to a projection that aligns income and assets with your plans.

Through a unique process that puts your interests first, we’ll determine where you’re at and what you need to move forward with ease.

Here’s What You Can Expect:

Step 1

Getting to Know You

Our relationship begins by learning about how you envision your retirement. Whether that means traveling, cooking, woodworking or continued education, this should be an enjoyable chapter in your life. I encourage you to paint your picture of what life looks like after work stops.

Step 2

Gather & Develop

The next step is for you to provide your assets along with liabilities such as mortgages and lines of credit. Based on our conversations surrounding these details, I will then produce a year-by-year projection of your retirement cash flow - starting at your retirement date and continuing through to the age of 100.

Step 3

Define & Implement

At our next meeting, we will discuss and modify the projected cash flow as needed to fit your unique plans.

Here for You When and if the Moment Arises

Let’s Get Started

Begin With a Consultation

This view of your site was created for easy annotation. To view your staging site please visit: https://davidj-7803605.app.twentyoverten.com
To make edits to your site's copy please use the Google Doc link that was emailed to you.