How I Work With You
All In
Never a "sell"
Financial planning. Investments. Risk tolerance. Do these words conjure up anxiety and stress?
If so, you're like most others. My approach is to simplify your financial life in meaningful and impactful ways.
To be successful, our relationship must be built on:
* TRUST
* LIKEABILITY
My role is to be your trusted advocate, someone you enjoy spending time with. We're going to know each other well.
Personal, thorough, educational and never judgmental. I'll be your guide and coach, in terms you'll understand.
"Keep it simple". Complexity is saved for behind the scenes.
It's entirely possible we aren't a good fit, for various reasons. And, that's ok. But, I will do all I can to assist you in finding someone who is.
If we mutually agree to proceed, the "process" begins.