Investor Education

Together, we will work to develop a plan and implement a process to achieve your financial goals.  It is important that you, the investor, understand the steps we are taking to invest your funds.  If I am unable to make sense of investing, then I may not be the right Financial Advisor for you. I will ask at our meetings, in person or on the phone, "what questions do you have".  Let’s discuss issues and concerns.  These are opportunities to make sense of your investing as well as consider investment adjustments that may be appropriate.