Core Values
A Great Experience
I want to be your go-to person for all major financial decisions as the Chief Entirement Financial Officer for you and your family. I promise to:
- Help you save for future goals and plan for your retirement or work-optional lifestyle
- Remind you that can’t take money with you, so make sure what you have has a purpose-whether it’s leaving a legacy or traveling more now
- Show you the progress you’ve made throughout our years working together, especially when unexpected events force us to take a step back
- Make your entire financial journey less stressful and take as much fear out of the future as possible
Innovative Yet Simple
As your Chief Entirement Financial Officer for you and your family, I want to keep things simple as you build wealth. I promise to:
- Maintain cutting-edge technology for my clients
- Adhere to the highest standards for financial planning
- Keep learning so I can always present current opportunities
- Navigate the complexities of financial planning for clients
- Deliver financial plans in a simple worry-free way
- Use language around financial planning that most will understand
Brutal Honesty
As your Chief Entirement Officer, I promise to keep it real and tell you the truth. I promise to:
- Be clear and honest
- Avoid “talking down” to you
- Tell the truth, even when it’s hard to hear
- Communicate with confidence and humility
- Be a sounding board for you when market returns aren’t what you expect
- Stay logical and help you stick to your plan, even during tough times