Our first step is for me to understand your goals, investment horizon, and risk tolerance. Next we develop a plan together, execute on it, and review our progress regularly. To the extent you enjoy discussing in detail what we are doing and why, all the better! I enjoy the educational aspects of investing and many of my clients do, too.
- In addition to providing basic asset management services, I can also assist in areas such as 401Ks, stock option plans, and private investments.
- For specific help on taxes, estate considerations, and insurance, I can refer you to independent experts in those fields.