WHAT I DO: I help people who are struggling with a significant Financial Issue that has been keeping them up at night. After our one hour session you will have a break-through of clarity and the relief that comes with having a clear path forward. A Significant Financial Issue might include anything that is dominating your thoughts, such as,
WHO I WORK WITH: Individuals & couples who have a Significant financial Issue that has long-term financial consequences. I often sit down with affluent individuals who have been wrestling with an issue that’s complex or even hard to describe.
WHY IT WORKS: We focus on the big picture and your highest priorities first. Our session clarifies, prioritizes, and simplifies even the most complex situations, which is why many choose to sit down with me just before meeting with other Financial Advisors.
WHAT MAKES ME DIFFERENT: I’m the only person in town who specializes in helping individuals and couples work through a difficult, complex, or significant financial Issue. My process is brief, focused, and positive. Most people find it enjoyable. Seldom is more than a single 1-hour session necessary to achieve a significant breakthrough of clarity.
HOW IT WORKS: The process is simple.
… leave my office after 1-hour with a significant breakthrough and clarity regarding the “next steps” and confidence about the direction you want to take.
Planning for you're financial future begins here!
QUANTITATIVE INVESTING: To determine how to get the highest return given the amount of risk you can handle....click here!
"We take a quantitative approach to investing. We design investment portfolios for individuals who want the most return given the amount of risk they can handle. Our work is based on Prospect Theory, that won a Nobel Prize in economics in 2002."