The advisor listed is an Ameriprise financial advisor in Plano. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Our process begins with an in-depth evaluation interview of each other to determine if there is a fit between us and you based on personalities, goals, experiences, and objectives. If we both agree there is a fit, we look to focus on your specific goals by outlining your goals and objectives. Finally, we collaborate with you to develop a financial strategy that summarizes your financial circumstances and is customized for your goals. We work with you side-by-side on a very personal basis so that you can feel more confident about the advice we provide. Implementation, on-going reviews, and as necessary, modifications, are integral parts of the process.