Your Role

Creating  financial blueprint is a two-way street,  . . .

The key to getting maximum value from our relationship is communication and candor

It is important to:

  • Get acquainted.   Please contact me to arrange a meeting to review your situation and discuss with you how I work and who I am.  Once we determine that working togetheris comfortable, then we can discuss the products and services that can help you.
  • Educate Me.   Please don't expect me to be a mind reader! I may anticipate many of your needs, but I will not assume anything. That's why it's so important that you be candid in providing information.
  • Educate yourself.   At the same time, you too should ask a lot of questions. Be inquisitive. Ask me for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.
  • Make it a team effort.   Let’s work together. Listen carefully to the recommendations and help tweak one to fit you, and remember — all the decisions are yours. Make sure you're comfortable with the outcome.




  • Better Late Than Never

    Understand the rules and deadlines for the estates of recently deceased taxpayers when seeking portability relief.

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