Working with clients along their wealth building journey to pursue financial independence through intentional wealth management.
My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. I focus on buidling long-term relationships that encourage open and honest communication as this has a a primary focus of my practice since the beginning.
My financial principles start with a solid foundation beginning with the understanding that use and management of money is about 80% behavior and 20% the actual math. To be successful with your money you need to have a detailed plan and outline on how to manage your finances.
Over the years I've come up with my own set of financial principles that I follow and recommend clients follow as well. It first starts with getting on a detailed zero-based monthly budget in which you account for every dollar of income or earnings coming in each month.
My investment philosophy is based on taking a long-term diversified perspective with a focus an evidence based academic research. Over the years it is most apparent that an investors behavior plays a significant role in the overall results and success they will achieve. Working with clients to understand that it's not how well you time the markets but the amount of time your in the markets.