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.

MY SERVICES