Broker Check

Planning Philosophy and Expectations

Experience the Difference

Experience the Difference

The most important part of our job is managing client behavior. We're here to help ensure you don't make the most common investor mistakes.

The difference is in our process! We focus on:

  • Reducing confusion by starting with a personalized action plan
  • Alleviating stress by centralizing financial information
  • Curbing fear by educating you on matters that impact you most

We focus on diversification in our planning and it's much more than pie charts and percentages, aka: asset allocation. It involves creating options for liquidity, taxes and risk management. 

Our guiding planning principles are as follows:

  1. Clients deserve honesty and transparency. We operate in such a way that allows clients to know exactly what they are paying and what they can expect to receive.
  2. Financial planning is forever an on-going process. We plan for the long term and monitor results over time.
  3. The success of any well-prepared financial plan or investment program is primarily determined by the client's actions. Therefore, my job as an advisor is twofold: to work with clients to develop financial strategies and to monitor client behavior in order to maintain alignment with changes in circumstances and commitment to reaching objectives.
What you can expect from me and my team:

What you can expect from Our team:

  • Your initial consultation is at no cost to you.
  • We respect your privacy; therefore, we treat your information as personal and confidential.
  • We offer several financial planning and asset management services, as well as products from a variety of investment firms and insurers.
  • You are encouraged to include your other professional advisors in the planning process, including your CPA and attorney.

What we in-turn expect from our clients:

  • To create a tailored strategy with the most accurate recommendations possible, we ask that you communicate with us openly and honestly.
  • The decision to implement plan recommendations is ultimately your choice; however, we feel that implementation, along with annual reviews, are an essential part of staying on track.
  • If our work together has had meaningful impact, I welcome introductions to friends and family members that might benefit from learning more about the work I do.
  • Most importantly, we expect to build a mutually beneficial and long-term professional relationship. We always welcome feedback on how we can better serve you.

Diversity and Inclusion Commitment

We welcome diverse voices, not only because we acknowledge this social responsibility, but also because we know that individuals experience greater success within a supportive environment that allows them to leverage their unique strengths.

Planning for Good is dedicated to inclusion and respectfulness, regardless of: race, national or ethnic origin, sex (including pregnancy, sexual orientation, or gender identity), spiritual beliefs, primary language, disabilities or family structure.

We look forward to collaborating with you!