IS
THIS FOR YOU?
Are
you ready to build a life
of financial independence?
I
work with individuals
and families from all walks
of life: doctors, teachers,
small business owners,
consultants, and retirees. They
all share two common characteristics: They
are committed to building
a life of financial independence
and want to be sure they
make the best financial
decisions they can.
You
will be most successful
and achieve the greatest
benefits and results from
working with me if:
 You
understand the need
and the value of getting
professional assistance
on financial matters. You
are open to good advice
and want to know that
your advisor is working
for you and is following
the latest investment
and tax law changes.
You
want to actively participate
in building your financial
future rather than
handing it over to
your advisor. You
want an advisor with
whom you can partner,
someone who will guide
you through your decision
making, someone you can
call with questions.
You
are willing to share
your financial concerns,
desires, and goals. You
desire a holistic approach
to developing your financial
plan because you understand
that all aspects of your
life relate to your finances.
You
are committed to making
the changes, when needed,
that will help you
achieve your goals. You
are open to learning
and taking new actions. You
agree to pay yourself
first in order to
achieve your financial
goals.
What kind of results
can you expect from working
with me?
 You’ll
make
better financial
decisions. You
will understand the implications
of your decisions within
the context of your goals
and priorities, options
open to you, and the complex
tax laws.
You
will have a dynamic financial
plan, one that is as
unique as you are, one
that changes with your
circumstances. Your financial
plan is as unique as your
goals and your values.
Using a Life-Integrated
Approach, I identify your
life goals, and then we
integrate every aspect
of your finances – taxes,
investments, estate planning,
risk management, education
planning, retirement, and
more – so that those
goals are supported.
You
will save on taxes. Paying
more than you legally
owe in taxes is a sure
way to impede your financial
progress. As
a personal income tax specialist,
I include tax planning
and tax preparation in
my services, and
I evaluate every recommendation
I make for its tax implications.
You
will save on fees. While
I am not the least expensive
financial advisor, I am
committed to providing
value that exceeds the
fee. If I do not
believe that you will realize
savings that add up to
more than your fee, I will
offer you an option
more appropriate to your
situation.
BACK
TO TOP
Are
you ready to start your
journey towards financial
security? Learn
more about the services
that The Practical Planner
offers.
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