Dawn’s philosophy is simple. She wants to get to know you in order to help you make the best decisions possible. Be prepared for more conversation about your children, pets, family and dreams and vacation plans than anything else! Knowing what drives your goals for fun in your life allows her to provide you with appropriate advice for all situations.
The focus is to understand your goals and develop a plan to reach them. Dawn will meet with you to present an analysis and discuss recommendations. She believes strongly in providing defensive solutions (insurance) and offensive solutions (investments) to your financial roadmap. Without some balance of both, your plan is bound to fail in some financial way.
Together, we implement the recommendations and monitor your progress. From here, we would plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it is of the utmost importance for us to be proactive and knowledgeable in the financial industry. Dawn is committed to staying up-to-date on relevant tax, estate, economic and political laws in order to provide you with the best financial advice for your particular situation.