Our Process

We consider ourselves a trusted resource: professionals who will see you through life's evolving priorities and help you prepare for the opportunities ahead.

We take a measured, thoughtful approach—one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.

Step 1: Discovery

Everyone’s financial situation is unique, so we take the time to understand yours. What are your biggest goals or concerns? Where do you see yourself in 10–15-20 years? The more we learn, the more precise and effective our recommendations will be.

Step 2: Preparation

After understanding your needs, we’ll collaborate to prioritize your goals and set clear, measurable objectives. This makes even big tasks—like paying off your mortgage or retiring early—more manageable, helping you see a clear path to achieving them with confidence.

Step 3: Implementation

Now comes the exciting part! We’ll recommend financial solutions aligned with your goals and help you implement them. Through ongoing communication, we’ll ensure you stay on track, providing guidance whenever you have questions or need to adjust your strategy.

* As a financial advisor with Eagle Strategies LLC, I can offer fee-based investment advisory services, while as an agent with New York Life Insurance Company and registered representative with NYLIFE Securities LLC, I can offer commission-based product sales. Clients can choose to do business with me for the advisory services only, or to implement product sales, or for both.