My approach to personal financial planning is to help you make sense of your finances. I first take the proper time and effort in getting to know about your life and what is important to you- both financial and non-financial. This is the crucial first step upon which all other recommendations and solutions are built. Together, we determine your goals and main priorities when it comes to your financial future. Recommendations are then built upon these discussions. You are educated extensively on each recommendation and are encouraged to take the full amount of time necessary and perform the due diligence needed for each decision you encounter. If you decide to implement my recommendations, I guide you through the entire process from start to finish. Once recommendations are implemented, I continually monitor your plan and communicate with you through periodic reviews and communication. It is my goal to become your primary financial advisor and to coordinate the efforts of your other professional advisors (accountant, attorney, etc.) in the best manner possible for you.