Investment Management

A Clear, Tailor-made Strategy for Managing Your Money

You know you're best in your zone of genius - and I'm best in mine! My clients value professional assistance when it comes to managing risks and evaluating asset allocation.

If managing money isn't something you want to do in your "spare time" (those quote marks are very intentionally placed) and you want to make sure you're following a strong investment strategy, then I'm so excited to guide you.

We start by understanding where you're coming from to create a portfolio that respects your goals and comfort level with risk (whatever that may be.)

How to Get Started (5 Steps)

ML1

We meet to see if we're a fit. Schedule here.

ML2

If we decide to work together, we meet privately for a formal intake session.

ML3

Based on where you're at, we engineer a proposal that meets your goals.

ML4

6 weeks after the new strategy is in place, we reiterate the strategy, review your portfolio, and answer any lingering questions.

ML5

At the one year mark, we meet again (in person, if possible) to check in.

Ready to elevate your wealth?

Let's talk. Schedule a get-to-know-you call using the button below.