Patterson Financial Solutions
About
My clients work with me because I am knowledgeable, honest, and I genuinely focus on serving them. What this means is that I educate, organize and prepare my clients for the inevitable financial events that they will face in life. The benefit is that I have strong, long lasting relationships with all my clients because I provide peace of mind and I value their unique situation.
I obtained my Chartered Financial Consultant designation from the American College of Financial Services. What this means is that I was tested in 9 disiplines of financial planning and I take 30 hours of CE every two years to keep this designation.
I love having a personal relationship with each of my clients. I look at each individual situation as an opportunity to solve a complex situation for them. There are very few professions where you can have a profound impact on people's lives. I am blessed to be part of a profession that is one of them.
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Frequently asked questions
What is your typical process for working with a new customer?
My initial consultation is free. We meet for about 20 minutes and I have you complete a brief questionniare to determine what topics are most important to you.
When we mutually decide to move forward, we go into a much more in depth fact gathering process. My clients particularly enjoy this because the questions I ask have nothing to do with money.
I take this information and put together a customized financial plan based on your unique situation and goals. I can assist you with implementation of the plan if needed.
We meet twice a year to adjust and monitor the plan based on market conditions and changes in the client's financial or personal situation.