The Process

To guide the recommendation process, I rely on an in-depth assessment that serves to make a plan that will make sense for your abilities, preferences, and budget. I look at where you are now so we can gain clarity on how we can get you where you want to be. Then I use my experience, network of experts, objectivity, and creativity to develop a personalized plan for reaching your goals. This assessment considers many components that are highly relevant to individuals at any stage of life.

The Assessment and Recommendations Report in and of itself relieves uncertainty and stress because it provides detailed action steps and timelines. Although many of my clients can execute our recommendations by themselves, they elect to work with me on all or specific aspects of the plan. After receiving the report, you’re under no pressure to decide right away. Instead, you can take your time to assess my recommendations, consult with trusted advisors and ultimately choose the option that feels most comfortable to you.

Let’s engage in a conversation that holds immense potential for growth and understanding.