The TIME Process
TIME represents the four words we live by:
T
– TRUST
Trust is very important in relationships – whether the focus is on friends, families or finances. Trust is the most important part of your relationship with your financial advisor. You should be confident that your financial advisor has your best interests at heart when you are given a recommendation.
I
– INTEGRITY
The concept of integrity is the consistency in actions, values, methods, measures, principles, expectations, and outcomes. Integrity is important to me, and I consistently work towards improving the financial well-being of my clients.
M
– MUTUAL RESPECT
The services I provide my clients are my commitment to client-first mindset. I begin with asking questions, listening to clients’ needs and wants, and learning what is important to them. My dynamic business model is one that allows me to shift and even change strategies, services, and products according to client needs and goals. Together, my clients and I will be able to develop a financial plan that is able to adjust to and manage client goals and needs as life changes.
E
– EXPERIENCE
With over 30 years of experience in the financial services industry and being a Certified Financial Planner™ professional, I have seen the rise and fall of the financial markets. Throughout this period, I've been available to help educate and guide my clients in making smart decisions in seeking to protect and grow their wealth. To support my work, I have access to a robust technology platform and a knowledgeable, service-oriented team of financial specialists.
