My old football coach at UCF used to tell us, “never stop learning. Great players are always students of the game.” That’s my approach to financial planning. Be relentless, be prepared, and always be learning.”
I work with clients from all walks of life and all professions. They’re teachers, lawyers, small business owners and retirees. And although we may come from different backgrounds, I share some important traits with the clients I choose to work with: determination, focus and commitment to planning for the long term. If that describes you, we should talk.
...10 Years Experience as a Financial Advisor.
...President NAIFA Central Florida.
...Born in Australia.
...Rollins College Alumni (B.A. Economics).
1. Questions. My relationship with my clients is a long-term one. That’s how I work. I’m not interested in selling you a product and moving on to the next “customer.” The relationships I have with my clients take some time to develop, but it’s worth the effort and I believe it’s the only way to do business.
2. Expectations. I will lay out exactly what you can expect from me in the way of commitment, communication, and time. We’re in this together. Many of my clients think of me as a partner as much as an advisor.
3. The Now: Let’s talk about what’s going on in your financial life right now. I’m talking about a crystal picture of the “now”. If we’re on the same page from day 1, we’ve taken the first step in laying the groundwork for a successful advisor-client relationship.
4. Action. This is where I earn my keep. I will spend as much time and effort as necessary to put together a plan based on your goals, and I won’t quit until you’re comfortable with that plan. That’s my commitment to you.
720 Rugby St. Ste 200
Orlando, FL 32804