Shared Values

“Integrity is doing the right thing when no one is watching”. C.S. Lewis

Putting my client’s needs ahead of my own drives my decision making process.  Clients share their dreams and fears, expose their financial details and discuss personal issues.  Protecting their privacy is of utmost importance.

Deciding to be an independent financial advisor allows me to create best in class solutions for my clients.  Clients deserve to fully understand the features, the risks and the suitability of my recommendations.  I and my clients have responsibilities to each other. I have the responsibility to monitor these choices during our relationship and make changes if appropriate.  My clients are responsible for letting me know if their circumstances have changed.

My goal is to help my clients make smart decisions.  As a coach, a mentor and a friend we make the journey together to financial independence.