Frequently Asked Questions

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As an independent investment advisor, my firm needed to select a custodian to maintain client accounts and hold client assets. After a thorough review process, I selected Charles Schwab & Co., Inc. ("Schwab") as the custodian. For more information about Schwab, please click here.

Please think of the initial consultation as a casual introductory call. We will discuss your questions and assess a mutual fit. I can provide an initial assessment and we can then determine if it makes sense for further conversations. Please access my calendar to select a date and time that works best for you. If you prefer to email your questions, please click here.

To learn more, please click here.

GWP's financial planning process includes the following series of meetings:

1. Initial Consultation/Introductory Call
2. Discovery and Get Organized Meeting
3. Priorities and Possibilities Meeting
4. Plan Delivery and Strategies Meeting
5. Ongoing Financial Planning Meetings

Creating a financial plan is the event. Following the plan is the process. I can help you with both. 

Please contact me if you have additional questions.

It's easy...click on my calendar to see which dates and times work best for you.