Implement and Monitor

All to often I hear of financial advisors who met with their clients a couple times, signed paperwork, and never spoke with their clients again. This is not how I work. I know my clients and am in contact with them. I also monitor their portfolios.

Seaside Bridge

Implement

All the planning in world does not do any good if it is not implemented.

Lighthouse

Monitor

I will monitor your portfolio so that you do not have to. Changes will be made when necessary. I will also set up periodic review meetings with you.