1. Formalize Your Anthem

The first and most important step in the Anthem process is to help you develop and define your own personal anthem. This is derived from your values and aspirations.

2. Customize Plan and Strategy

Your anthem becomes the bedrock to the financial plan and investment strategy. We ensure that the plan, strategy, and corresponding decisions align with your anthem.

3. Decision-Making Strategy

We will map out a decision-making strategy to help you ignore the noise and temptations of the markets. Investment decisions play a significant role in your overall outcome. It’s important they align with your anthem.

4. Execution & Discipline

My meeting room is a relaxing and friendly atmosphere that helps us all feel at ease – even when talking about money matters. We will discuss execution matters and ensure we remain disciplined to your anthem.

Getting Started

Are you interested in learning more or engaging my services? I follow the meeting schedule below so you know exactly what to expect and how long the meetings may take.

Initial Call

Getting to Know Each Other

15-minute phone or video call

  • Get to know each other
  • Highlight needs & services offered
  • Determine if we are a good fit
  • Schedule next meeting
  • POST CALL: Email questionnaire to identify your values, views on money, and communication preferences (Defining Your Anthem)

First Meeting

Define Your Anthem

90-minute in person or video call

  • Review & Discuss: Your experience with money, values, communication preferences Gather financial data to build a plan
  • Share enduring investment truths and helpful investment perspectives
  • Schedule next meeting

Second Meeting

Plan Delivery & Implementation

60-minute in person or video call

  • Present your plan
  • Review recommended action items
  • Execute plan & investment portfolio
  • Schedule first review and discuss expectations for working together