I want to show a client-focused approach, provide a strong knowledge base, and lead with empathy for you.

While Finding Our Fit, prospective clients typically ask:

• What’s Lift Bridge Financial’s background? Read my full story here.
• How do I know I can trust you? The first of our four HERO values is Honesty. We invite you to ask any questions you may like and make the best-informed decision for you and your family. The third of our HERO values is Relationships. While we may not know each other well from our first conversation, I make it a point to know you, what matters to you, the people in your life, and build a client-advisor relationship with trust as our foundation.
• How much do I owe you? How do you get paid? I take a fiduciary-driven approach to guiding every conversation, interaction, and decision. Some of our services are advisory, which are fee-based, while others are commission-based, such as our insurance services. Whatever method or compensation structure is used, our fiduciary-driven approach starts with providing services in your best interest.
• How can you help me know if I have the right investments and coverage? The second and third steps in my Lift Bridge Way™ proprietary process, Onboarding and Developing, are about understanding your assets and coverage. I also work to identify any potential ‘gaps’ in your financial and insurance needs.
• Can you also help me with (additional service)? Many clients and prospective clients ask us about various services beyond investment and insurance. I am comfortable and confident explaining what I do well and what you and your family may need. I will refer you to our strategic partners if you need more specialized services or any service beyond our expertise.

I want you to feel seen, heard, and valued as a person far beyond your portfolio size or insurance needs.

While Onboarding, clients typically ask:

• How long will it take to start working with you? I typically respond with an update via phone or email within one (1) calendar week of receiving your initial documentation.
• What documents do you need from me? I provide a checklist explaining which documents we need for Onboarding. Typical document types we need include your existing account and/or policy statements, some form of ID, such as your driver’s license, any existing financial plans, and income and asset verification (W2s, 1099s, tax filings, etc.).
• Where do I sign and why? Typically, there are only a few forms you will need to complete and sign through this process. Some forms require a ‘wet signature’ while many of our documents can be completed via e-signature. We don’t necessarily have to meet in person to do physical signatures. I have a simple, convenient process of mailing you documents for signature if needed.
• How do I know we’re on the right track? I recommend financial planning, ongoing conversations, and regular review meetings to ensure I am managing expectations and fostering healthy communication. Access is important to me, so if you have questions, please contact me at the first opportunity.
• How do I determine your risk tolerance? When determining your risk level, I typically focus on two key factors: volatility and returns. Can you endure volatility if sound market data tells us there’s a higher possible rate of return? I listen to your concerns and guide you toward what I believe is best for you based on the information given.

Conduct an annual review with you as our client/s to determine the plan's success and discuss what adjustments need to be made, based on life changes. Review the tasks that may need to be addressed according to the plan.

While Monitoring, clients typically ask:

• What do I need to do? First, connect with me for your regular review meetings. Keep me informed on any life event changes, such as relationship status, work status, relocation, adding new family members, etc.
• What happens if _________? Again, if you have questions or concerns, I'm here to help you. Simply reach out to share your thoughts.
• Can you help me with _________? I aim to provide you with the help you need. This sometimes means referring you to a different expert with more experience or a specialty that’s outside our area of expertise.
• Do we need to meet? Relationships are key to how I approach my work. Thanks to technology, we have many ways to meet, not just in person. Spencerport is a great place to grab lunch and meet in person if you’d like.
• “I’m busy. Can you just sort it out for me?” Even though I value relationships, I am also sometimes constrained by what I'm legally allowed to do. I act as a fiduciary for your investment and insurance interests, but ultimately, you are the driver, controlling your own financial future. I am the navigator, ensuring you know all the good possible paths you can take.
• Can I retire earlier? Do I have enough money to retire in ___ years? It depends on your unique financial situation. For me to best answer this question, I need to understand your current reality, assess your financial situation, and give informed advice.