My wealth management LEADER process utilizes a 4-step approach to achieving your financial goals.
In this step, we will work together to discover what is most important to you about money. We will go in-depth about your current situation, relationships, and what you would like to achieve financially.
In combination with the resources available to me through Baird, one of the largest privately held investment banks in the US, I will uncover any blind spots, and present a plan.
Upon a mutual commitment, we will implement the plan.
We will review the progress quarterly, and make adjustments if necessary.