“If you don’t know the past, you can’t understand the present and plan properly for the future.” Davita’s Harp, Chaim Potok.
I believe in having a plan of action for living your Ideal Life and that starts with knowing your financial house is in order.
I also think there is more to living your Ideal Life than just money can provide. So I strive to get to know you, and the values and ideals that are important to you. We can then align your overall financial strategy toward accomplishing those values, helping you have your Ideal Life.
What is the foundation of this help? The key to a good plan is using conservative assumptions based on historically relevant data. Then, even when the world doesn’t go “according to plan” you will very likely still have a successful outcome.
All the planning in the world, will be of no help, if you don’t follow through. I will be there to help when the inevitable downturns occur. I will also be around to update your plan and make sure you are still on track.