All important things in life are driven by a purpose.
“My purpose is to make sure my clients can live the lives they deserve without worrying about their money.”
Investors Must Understand the Purpose of Their Wealth
- Feeling Secure and Independent
- Pursuing dreams
- Building a legacy
- Securing future generations
I’m a financial planner, a father, a dog lover, and distance bicycle enthusiast. Many of my clients go on cycling getaways with me every year. We usually find friends along the way and sometimes those friends become clients. Not always, but if there is a good fit, we make it work! I went to high school in a small town you’ve never heard of… not a single stoplight. I graduated from one of the colleges in Boston. I won a pie eating contest when I was seven. My clients understand that my purpose is wrapped around them… they also understand that their success depends on their behavior just as much as it depends on mine. I get to work with wonderful people and help them live the lives they want. That gets me stoked! I love what I do.
What My Clients Can Expect From Me
- 24/7 accessibility
- Complete objectivity
- 100% transparency
What I Expect From My Clients
- Total engagement
- Notification of life changing events
- Honest feedback
Fundamental Truths to Wealth Creation
- Know yourself
- Pay yourself first
- A goal without a plan is just a wish
If you don’t know who you are as an investor, the stock market is an expensive place to find out.
My Tweets aren’t advice, but I do follow some cool people around the world. I don’t really dig political stuff so it’s not going to get too heavy. I Tweet pics of our trips from the road a good bit. I don’t Tweet and ride!
I’m old school Facebook so I don’t really use it too much for business. Most of my clients are in one or two groups that I check in on every week or so… I like fb it’s just not the same as it used to be… but nothing ever stays the same.
I have a YouTube channel where I share my thoughts on wealth management every week. I interview different people and dig deep into the genuine concerns they have about (pretty much anything) managing money and the behavior associated with that challenge.
I’ve been thinking about doing a podcast… when it happens you can link to it directly from here. So make sure you bookmark this web page or better yet, add this page to your home screen as an icon so you can stay updated on my beliefs and opinions about wealth.