Wealth ManagementInvestment Management and Financial Planning for the successful middle class…that’s most of us. 

Have you ever read through a financial firm’s website and felt like you don’t fit their criteria as a potential client?  Do you feel like you don’t have enough financial assets to “qualify”?  Do you feel excluded when you read the term “High Net Worth”?

The focus of the investment community on “high net worth” clients can make many successful people feel excluded or “not good enough”.  I can’t tell you how often I am told “I’m not sure I have enough money to work with you.”

Minimum account sizes are all too common in the investment industry. It is time to stop talking about a minimum account size and just talk about how I can help you manage the assets that you have. I work best with people that want to work with me – a professional who can really help manage their investment portfolio and help you attend to the important issues that have the potential to create your financial security. In order to help you achieve your goals, I need to understand your goals.  That’s why you won’t see a reference to minimum account sizes on the Redefining Success website.

In order to avoid financial missteps that can delay or derail your plans for your future, it’s important to talk to an expert.  The journey to financial security starts with the amount of money you currently have.  As an Investment Advisor, my job is to plan an investment strategy to put your current financial resources to work for you; while assisting you in addressing the challenges that we all encounter in our lives.

You already have a busy career and home life.  You need the right team in place to help you analyze your personal financial situation and investment strategy and to recommend an investment portfolio and action steps that are customized to your personal goals.

How can I help you?

As a busy professional myself, I know some of the challenges you face trying to juggle all of the important responsibilities in your life.

Personal investment and financial planning is one of those very important responsibilities that you can delegate but that benefit considerably by your involvement. You need a financial advisor who takes the time to really understand your point of view.

Before developing your investment strategy, I will first guide you through an exercise I call a Discovery Session.  It consists of some questions and exercises to help you really pinpoint what your priorities are.  I help you clarify what your dreams are, and translate those dreams into actionable goals and targets.  I also work to help you understand your personal risk tolerance in order to make sure you are comfortable with the investment portfolio that is developed for you.

My team of professionals will also work with your accountant to understand and compliment your corporate and personal accounting considerations, so that your entire financial action plan runs smoothly and seamlessly.

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If you are looking for a new kind of relationship with an investment advisor, I can help you take your investment strategy to the next level.  I would love to sit down with you and talk about it!  Please contact me and set up your complementary Discovery Session today to get started.

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