MY BELIEFS

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My Beliefs

These core beliefs influence how I work with clients and what I believe are the essential goals of wealth management.

    • I believe everyone can benefit from working with a financial planner, so I work with clients at every stage of their financial life, regardless of their current income or net worth.
    • The goal of financial planning is to maximize wealth, so you have the money you need to live the life you want to live.
    • Life decisions cannot be made based solely on their financial impact. By understanding your personal situation, I can offer more effective wealth planning.
    • Everyone is entitled to their own values, wants and aspirations. It is not my role to judge, but to enable you to achieve whatever goals you set for yourself.
    • I believe ongoing education is essential so that when you agree to my recommendations you are doing so from an informed perspective.
    • The planning process works best when we trust each other and enjoy working together.
    • The level of in-depth communication between us will determine our success.
    • I will always act in my clients’ best interests-that comes first.
    • You can rely on me to operate with integrity and honesty, and I will always treat you with dignity and respect.