Many of my clients haven't had much opportunity to be meaningfully engaged with their finances, whether because someone else took the lead or they simply never had the time or the inclination to pay much attention to their finances.
But then something happened. They were widowed or knew that one day they'd be on their own. Or they'd gone through a divorce. Or maybe they've been contemplating retirement. Some are married and have primary responsibility for family finances but just never had the confidence they needed or found the kind of counsel they'd both been seeking. Whether financially savvy or complete novices, they were looking to find the answers to three major concerns:
Am I taking too much risk with my investments or am I taking too little? Am I making the smartest financial decisions I could be making? Will my resources allow me to live comfortably for the rest of my life?
Here's one way to begin finding the answer to that first big question, with clear, straightforward answers to your concerns about risk. Take a moment to watch this short video to learn more and then take this simple quiz. Or call me and let's do it together:
"I'm passionate about making a positive difference in the lives of my clients. But to be truly effective in the long run takes more than passion... it also takes equal measures of discipline, resilience and patience. And an abundance of compassion."