The Holdfast philosophy is simple. I want to get to know you in order to help you make the best decisions possible. I want to be your first call when you have financial questions and be your most trusted advisor. I am dedicated to providing holistic investment management and strategic wealth planning to my clients. As a fee-only firm, Holdfast’s primary focus is to provide unbiased, unconflicted advice designed to achieve long-term investment results with minimum risk.
My focus is to understand your goals and develop a plan and a sustainable process to reach them. I will meet with you to present an analysis and discuss my recommendations. Together, we implement the recommendations and monitor your progress. From there, we will plan regular meetings with you to assess the progress toward your goals and make adjustments to your financial plan when things change–because they always do. Plan, implement, monitor, adjust. That’s the process. And it’s not cookie-cutter, it’s customized. Your situation is unique. You may have similarities to everyone else, but your battle is your own and I am here to help.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to be proactive and knowledgeable in the financial industry. Fortunately, I find this stuff fascinating and I am committed to staying up-to-date on relevant tax, estate and Social Security laws in order to provide you with the best financial advice for your particular situation.
