We're all busy.
We make a financial decision and keep moving.
That new promising financial product ends up with the others in the junk drawer.
That junk drawer represents the best financial thinking of you and your advisors.
I align those products in a way that compliments the others. Maximizing the attributes of each.
Now the pieces are driving you closer to your maximum financial productivity....with less risk and more certainty.
As a landscape contractor, I would often be called upon to make a property have better curb appeal.
I understand... However, a bigger issue was ALWAYS lurking.
Drainage, nutrient-deficient soil, or even a landscape around a home with a failing foundation.
As I learned the psychology of property maintenance, I continued moving toward the ROOT problems.
The issue was always INFORMATION.
Clients were unaware of the unique needs of a species...
UNAWARE of the Risk from a Threat...Ex. pest, structural, financial.
Financial issues became the common denominator.
I found a new career direction...24 years ago.
Today, clients are referred to me often willing to increase risk for the hope of greater return.
Once we review their existing financial landscape, they always realize greater gain with more certainty.