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The TIGER Process

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

• What are my qualifications?

  I hold multiple specialized financial designations that reflect my commitment to providing comprehensive, ethical, and client-focused financial advice. I am a Certified Financial Planner™ (CFP®), which signifies rigorous training in financial planning, retirement, investment, tax, and estate strategies. In addition, I am a Certified Kingdom Advisor® (CKA®), aligning financial guidance with biblical principles for clients seeking faith-based financial planning.

  I’m also a Chartered Financial Consultant® (ChFC®), providing me with deep expertise in complex financial planning situations beyond investments alone.

  I’m proud to be a member of Ed Slott’s Elite IRA Advisor Group℠, which keeps me current on the latest retirement distribution and IRA tax laws. Lastly, I’ve been vetted and approved as a Dave Ramsey SmartVestor Pro, meaning I align with Ramsey’s principles of debt-free living and long-term investing strategies.

  Together, these qualifications enable me to serve clients with integrity, insight, and a holistic approach to their financial goals.

• Are you a Fiduciary?
  Yes, I am a financial advisor that is held to the fiduciary standard. That means I am legally and ethically obligated to always act in your best interest when providing financial advice and recommendations. My role is to put your needs first, with full transparency, honesty, and integrity in every aspect of the financial planning process.
• What are the costs?
  My initial financial planning consultations are completely complimentary. It’s an opportunity for us to get to know each other, discuss your goals, and determine whether we’re a good fit to work together. If you decide to move forward, my services may be compensated through either a fee-based structure, commissions, or a combination of both—depending on the type of planning or products that best suit your needs.
• What does it look like if we decide to work together?

  If we both feel there’s a good fit after the initial consultation, we move into a structured planning process designed to help you gain clarity, confidence, and a long-term strategy for your finances. Typically, the next steps look like this:

  • Discovery & Data Gathering
    We take a deeper look at your goals, current finances, priorities, and timelines so I can understand the full picture.
  • Plan Development
    I analyze your situation and begin building a personalized financial plan—covering everything from cash flow and investments to retirement, risk management, taxes, and more depending on your needs.
  • Strategy Presentation
    We walk through your plan together so you fully understand the recommendations, how they help you reach your goals, and the available options for moving forward.
  • Implementation
    If you choose to move ahead with the plan, we put the strategy into action. Compensation at this stage can be fee-based, commission-based, or a combination, depending on the services or products used.
  • Ongoing Guidance & Reviews
    Financial planning isn’t a one-time event. I offer ongoing check-ins, plan updates, and progress reviews to help you stay on track as life, markets, and goals evolve.