“Good plans shape good decisions. That's why good planning helps to make elusive dreams come true.” - Lester R. Bittel, The Nine Master Keys of Management

 I am expanding my practice by creating a partnership with two of my associates, Frank Tyler, CFP® and Max Landgraf. Our team approach will allow us to broaden our support to you and your family and to provide a continuity of service over the years to come.   Our stated goal is “assisting our clients realize their life dreams by developing their roadmap to success.”  So how do we go about a process of developing your roadmap? 

How have you used maps to aid your travels? If you are vacationing, you may prefer to take a scenic and leisurely drive rather than the fastest, most direct way to a set destination. So you think about the different opportunities for viewing nature’s beauty, visiting a historic battlefield, or spending time with an old friend. When you determine all of the things that you want to do, you plot a route that hits your points of interest on the trip as well as your final destination.

We do essentially the same thing in our wealth management planning. What is your starting point? Where you are today? Your starting point generally consists of your budget, cash reserves, investments, insurance protection, and wills and legal documents. Additionally, present and future income, investment growth and savings plans, and other things you hope to obtain are needed to determine the basic route to your destination. Of course, you face the inevitability of taxes and inflation that influence all travel plans.   
But beyond this basic route, what do you really want to see happen in your life? How can you share your values with those you love? How can your special goals and dreams become reality? The key is to visualize what you want and understand what is important to you. 
We take the time to help you assess what is really important and how to incorporate the essential things into your roadmap. We help you define realistic and attainable goals, reach milestones one by one, and develop contingencies for when you hit the detours caused by life’s uncertainties. As a team, we believe that we can help you achieve your roadmap to success.   

I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

 Fort Worth and DFW Metroplex area community involvement
• Board member and past president of Wings of Hope Equitherapy
• Past Board member and president of The Parenting Center
• Chairman of Finance Committee for St. Bartholomew Catholic Church


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(1) CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with the flame logo)® are certified marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.