What do I do?
I went to sea when I was 16. I trained as a navigator, learning three guiding questions:
- Where are we?
- Where are we going?
- How do we get there?
What is my Wealth Management Process?
I apply navigational principals by asking, "Where are we?" and "Where are we going?" to clearly understand your situation and objectives by reviewing, coordinating, and organizing your family's financial goals. Then, we work together to create and implement a unique, customized strategy to help you "get there."
How am I different from other advisors?
Navigating your financial future can be an exciting process. I help you cut through the clutter to find the most appropriate solutions, often in a new or unique way. I help you take command of your ship by providing information, tools, support, and clarification to help keep you on course. This can be a fulfilling, life-long journey.
What type of clients do I serve?
Emerging professionals who are starting their careers and financial lives.
Business owners who would like help to maximize the value of their business and then exit that business successfully.
People who need a comprehensive retirement-income strategy to help ensure retirement will work for them.
Families looking to grow, protect, and enjoy their wealth now and through retirement.
My clients value flexibility, having choices, and feeling in charge of and less stressed about money.
CA Ins. License #0C3381