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WHAT I BELIEVE
"The goal isn't more money.
The goal is living life on your terms."
NUMBERS = ANSWERS
I'm very analytical and creative, a dangerous mix. Give me a set of data and I'll dive in. Whether it's creating a financial plan, crunching numbers on student loans, or finding trends in the financial services industry - I enjoy finding the answer in the numbers.
HUMANS = IRRATIONAL
We're impulsive, emotional, and beautiful creatures of habit. We don't always follow the plan, but with accountability and awareness - we can all get 10% better at a time. My Behavioral Financial Advisor™ training showed me how to align a client's values to their goals.
ADVICE = JARGON-FREE
Advice needs to be jargon-free and straight-forward. Clients care about what they need to do to build wealth. The kind of wealth that allows them to live life on their terms. They want actionable next steps and to understand the why behind them.