As a financial planner with more than a quarter of a century of experience, I am in the enviable yet unfortunate position of having seen every weird and wacky attempt to deliver the service called "Financial Planning". Having visited with numerous people affected by some of these scenarios, I take this opportunity to clearly state my approach and method with regard to this extremely important area.
First and foremost, I believe that relationships are at the heart of life. Therefore, my financial planning practice is rooted in this belief. No matter how technically competent a financial planner may be, if he is unable or unwilling to take the time to be available and communicate in terms that the client can understand, there is no foundation on which to build a long term relationship.
Having the proper ingredients for a relationship to be established, the next evaluation is the style with which the planner works. Three words that characterize my style are:
Conservative, Consistent and Boring!
My overall goal is to provide
for my clients a steady rate of return
over an extended period of time, in a well diversified financial plan doing
so in the most tax efficient manner without taking excessive risk!
Should your goals reflect what I have outlined above,
I believe we
would have a basis on which to begin and develop a long term relationship.
I would value the opportunity to visit with you personally
to explore this possibility!
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