As the son of a doctor I was taken back early on in my career when I took a look at his financial picture. He had merely been sold various financial products throughout his career. Similar to trying to complete a jigsaw puzzle without the top there were pieces of the puzzle all over the place but no one had taken the time to show him the top, put the puzzle together, and make sure he was actually headed in the right direction. That is what I do for my clients. Along with my team I work hard to answer those questions and help people put a plan in place towards achieving their goals and dreams. If that’s the goal. We should talk.
A resident of College Park Austin remains very active in the community. Austin spends his time out of the office with his wife and best friend Michelle. He enjoys traveling, reading, and the outdoors.
EDUCATION & CERTIFICATIONS
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Listen – First and foremost I ask questions to determine what you are looking to achieve out of working with our team. It’s important right out the gate that we discuss our process and determine whether you are a good fit for our team and, more importantly, whether we are a good fit for you.
Consolidate – The Leg Work – We consolidate and review the different aspects of your finances in order to provide you with a holistic overview of your financial situation. Once we understand your goals and your current financial situation we now have a foundation we can build upon.
At this point we make recommendations that we believe will help you build upon your foundation and achieve your goals.
Implement – Provided we all agree with the recommendations we will set out to implement accordingly.
Review – “The only constant is change.” We cannot set it and forget. Goals change, people change, markets change. We will get together regularly and continue to refine and re-asses the plan in order to continue to align our solutions with your goals.
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