Being a CFP®, I'm all about helping people make smart decisions with their money.
And it all began when I was a small child at the age of 8, on a clear day in Oklahoma City.
Ever since, saving and investing has become a very natural part of my self...
Still, life is good. But there’s this one thing that would make it even better: Confidence you’re going to be (or remain) financially successful.
You want to know you’re investing wisely. Saving at the right pace. Pointed in a productive direction.
But you really don’t know where or how to begin.
As you attempt to compare, contrast and ultimately select from the blizzard of financial services firms......it’s easy to feel like you’re a small little minnow in a gigantic ocean.
And that can feel a little...overwhelming….and make you think to yourself,
“Wouldn’t it be great if someone could just come along, bring me into a warm, welcoming spot … and just take care of me?”
Yes, it would be. And it can be.
You’re at your daughter’s Saturday lacrosse game, basking in that perfect half sun / half shade spot you managed to score.
Or, you’re sipping on some dark roast, sitting poolside early in the morning, celebrating 14 years of marriage to your very best friend, who demonstrates his adoration for you by gliding across the deck and busting out a world-class cannonball.
(Yep, you married the right one.)
Or maybe you’re just quietly reading that paperback that you’ve been dying to get your hands on.
Relishing the moment, that doesn’t happen enough.
You know that you’re prepared.
That your money’s in smart places, working for you.
That you don’t have to let financial worry get in the way of these–life’s most pleasurable moments.
And that feels so good.
I help brilliant, well-intentioned (and typically, very busy) folks like you cook up game plans designed to …
: Help get your money working for you :
: Help send your young prodigies off to college :
: Help better position you for retirement…..or that future condo in Maui, Miami or Madrid (I vote Madrid) :
: Help you to sleep a wee bit better at night :
And I do all of this in a way that makes it instantly clear that you are dealing with a competent, stable, trustworthy and downright enjoyable advisor.
Together, we’ll roll up our sleeves and figure out some very doable adjustments you can make that could steer the course of your personal finances in the right direction.
If you need someone who will make you feel comfortable and confident…
If you need someone who promises to never throw around terms like “QE3″ and “Fiscal Cliff” and expect you to follow right along…
If you need someone to guide you through it, and teach you how to make it happen…
If much of your life feels under control, but your finances are anything but…
If you need this to be an EXPERIENCE, not a chore…