Building Your Plan

We take a comprehensive approach to wealth planning.  We listen to our clients and strive to fully understand their individual situation, family dynamics, risk tolerances, and timelines.

The first step to comprehensive financial planning is defining your goals. We will discuss where you stand today, where you want to be in the future, and what it will take to get you there.  We will discuss things like your spending habits, your desired retirement age, your estate and legacy wishes, and maybe even your views on the Denver Broncos.

You and your family have goals for the future, but we understand you also have needs and wants today.  We will help you balance these two priorities so you can address your near-term goals without sacrificing the long-term ones.  Knowing what is most important to you we can guide you to your best wealth management strategy.

Goal Planning and Monitoring, a proprietary planning software from Raymond James®,  enables us to identify and enter your goals to assess appropriate asset allocation targets, spending or savings rates, and the probability of success. This powerful resource and my extensive planning experience, help ensure that your goals and our strategy for pursuing them are clearly defined and monitored.

IMPORTANT: The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.