I believe that smart financial planning can be life-changing.
Financial planning is a proven way to create an extraordinary career and personal life. I typically work with people who are professionals. They might be teachers, or business owners, but they are people who perform at a very high level.
These are experts in the midst of very successful careers. But even they have questions around IRAs, social security benefits, estate planning, and planning for the future. Some have questions about philanthropy. Others need to sort out the impulse to travel versus staying close to home. Younger clients may have children headed to college. It’s a very complex world out there, but the right set of decisions, made at the right time, can make all the difference.
Smart financial planning is the best possible answer to the good, tough questions we all have about our financial lives.
Like any relationship, ours will work best if we both commit to it. For my part, I will act as your fiduciary — treating your money with the same care, prudence, and confidentiality that I treat my own.
And I will ask some things from you. I ask that you be willing to grow, learn, and take action. To be completely honest and forthcoming with me about your personal and professional goals and your current financial situation. The quality of my advice depends on that level of honesty.
Most of my clients are individuals and families. These are the kind of people I work best with:
- You have an open mind, you’re willing to brainstorm creatively with me and are willing to talk about your values, hopes, dreams, and aspirations.
- You understand I don’t have all the answers, and that financial planning is a little like life — not an exact science.
- You want to be a careful and aware consumer.
- You have realistic investment goals and you tell me what those are, clearly.
- You’re willing to accept returns offered by the market. And you recognize there’s no foolproof way to “beat the market” and generate above-average returns.
- You trust me and my advice enough to ignore all forms of “financial pornography” like financial programs on cable, most consumer financial publications, and well-meaning relatives and friends.
- You recognize you can reach big goals by making small changes over time.
- You allow me to be your financial advocate on an ongoing basis.
Whatever plan I develop for you, I look forward to a long, working relationship with you based on mutual trust.
Call me — 877-746-7914
Email me — firstname.lastname@example.org