About Me
MY WHY
For 20 years, I have explained how important financial health is to achieving one's potential. I have also found that I'm pretty good at helping people get comfortable with investing so they can participate in the market.
How do I do that? First, I show how the market has performed over time. It's not that scary. Second, I show how money performs over time IN the market. That's definitely not scary. It's very exciting, actually. And finally, I motivate clients to stay committed to their plan, even when the market isn't cooperating!
How I Charge My Clients
I charge in three different ways: a Wrap Fee for Private Clients (I start at 1.2%), an Advisory Fee for employer plans, and a consulting fee for Adult Financial Education.
WORKING WITH ME
You'll find that I'm a high energy person and I get all excited about the financial future of my clients. If you just want Capital Preservation, I'm probably not the person for you. However, if you want to get more out of your assets over time, I definitely might be able to help.
Download my Buckets Strategy Overview to see if you think we are a fit.