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As a financial advisor this is how I understand my role: Working with individuals and families to help manage their resources in a way that enables them to live the life they’ve always wanted. It sounds simple enough but each of us have different hopes and dreams, unique situations and perspectives, pick up different habits (good & bad) and want to go to different places! It makes each relationship unique and is a large part of what I love about this vocation.
Read MoreThe “Brand Promise” of having an abundance of money can be misleading. The reality is that the life you’ve always wanted probably doesn’t have money at the center of it. At the center are relationships, a deeper purpose, perhaps some kind of mission.
Read MoreThe terms “financial advising” and “financial planning” are often used interchangeably by professionals and there is often confusion about what exactly is the difference (if any).
Read MoreThere are many people who are unsure if they should try to manage their own investments or hire a professional. My aim is to help empower those people who want to do it yourself, while being realistic about what it takes to do it well.
Read MoreIt’s the big question: When will I have enough money to stop and relax? Like with a lot of things in finance there aren’t simple answers that work for everyone. Although there are some rules of thumb that can be helpful to you get to a ball park figure this first question should lead you to a bigger and more important questions: What do I want to do in retirement?
Read MoreYou’ll probably be surprised to know that many financial advisors are not held to a fiduciary standard when providing you advice. What does this mean? Simply put it means someone who holds themselves to the standard of acting in YOUR best interest at all times.
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