Since 1992, I have been providing financial planning advice to individuals, couples and families who are thoughtful, engaged and wanting an ongoing relationship with a professional. In 2002, my father died after suffering a stroke at the age of 63. I was left with a mother widowed at age 60 and at the same time working for several clients experiencing divorces—I recognized a need the financial services industry wasn’t addressing very well by merely selling products and setting up accounts. I noted that the emotional ups and downs these clients (and my own mother) were facing required a different approach. These life transitions required time, patience, caring, empathy and compassion—not a product recommendation.
I believe it is important to provide our clients with comprehensive guidance as it relates to their unique objectives and goals. I believe strongly that by blending both life conversations with financial conversations—our clients can find meaning during their financial life planning experience. And through providing an ongoing strategy for a lifetime, our clients can experience direction, clarity and a sense of financial well-being—staying connected with their values, goals, and vision of the future as life changes regularly.
I am selective to whom I provide advice—typically working with new families or individuals who have been introduced by either happy clients or by like-minded professionals. The people served often have similar qualities: they care about others, they want a relationship with a professional, they are nice, they want comprehensive advice, and they are engaged in the ongoing experience.
When engaged by clients, I like to take a comprehensive approach to financial well-being—acting as a catalyst to build out a full strategic examination of matters we believe can influence the success of a plan. Not merely discussing investments—we spend time helping clients evaluate legal matters, risk management, cash flows, special circumstances, and our ongoing working relationship to name a few. Our belief is that by acting with a holistic mindset, it results in stronger overall strategies for our clients.