Launching this website has given me time to reflect back over the past few years and realize how flashpoints in your life permanently change points of focus and create clarity from confusion. If you have read the pages of this site, you have a basic knowledge about my personal life and career, but more important the passion I have for coaching clients from a scarcity mode to abundance.
This particular news and views section of my website will be dedicated to areas of financial planning which are essential elements of a financial plan, but areas I rely on experts in each particular field, the field that is their center of focus and career discipline. How hypocritical would I be if I ask you as a client to stay focused and disciplined in your investment philosophy but claim I know everything about taxes, law, medicaid, property and casualty, etc. One of my flashpoints was realizing that knowing what you don’t know can be as important as knowing what you do know. The second step is establishing trusted relationships with centers of influence and forming a strong alliance for my clients. Throughout the year news and views will be written by that alliance to provide ongoing education.
I personally will continue financial coaching on a monthly basis to clients and guests, and that schedule of events is listed on the calendar for your convenience. My goal is to do my best to make you aware of what you are not aware. Please visit on a regular basis to continue your studies. Remember my goal is to “Save the Investor and Save the World”.