Need a Financial Advisor?
First, you may not need a financial advisor.
You have the time, desire and skills to "DIY" -
savings, investments, retirement, insurance,
mortgage, college, legal, tax, estate.
Investment managers rarely make you more money.
Their fees make them richer than you.
You Might Want One.
You want to love the life you live.
The problem is that you fear - and feel - you don't have enough money to live the lifestyle you desire.
You are smart yet you feel overwhelmed, frustrated....
maybe even stupid.
You want to align your financial decisions with your personal values and goals in Three Easy Steps.
You value and appreciate a professional guide to help you feel confident rather than overwhelmed.
Send my kids to the college they want?
Retire to do what I want and not what I need?
Support the causes I value?
How do I...
Get positive investment returns and not lose money when markets fall?
Utilize the equity in my home?
Pay fewer taxes?
And what if I...
Have loved-ones with special needs?
Can't work due to an injury or illness?
Have to pay for someone to take care of me?