My 360º Process

While my work has brought me into contact with many people, families, business owners, pre-retirees and new graduates, one area that I specialize in is working with 35-45 year-old incorporated business owners.

Why? I work in this area because that was me.

I ran several successful small businesses from the design-and-build stage to the preparation-for-sale stage. All the while, I never had anyone who had been in the same situation, understood what I was going through, or was able to offer me guidance and a plan for success.

My real-world experience allows me to connect with my clients’ needs. Take a look below at my 360º process to see how I can offer value in how you see your financial circumstances. My 360º Degree Snapshot is comprised of these five essential components. During the process of constructing a life plan, each of these important components are properly addressed. My goal is to ensure that every client takes full advantage of all the opportunities that are available to them.