10 Benefits of working with Me:

  1. I’ll reduce the complexity.  Money isn’t rocket science, but it isn’t exactly a piece of cake either.
  2. I’ll help you take action.  If finances make you feel like a deer in the headlights, I can help get you moving.  Money doesn’t intimidate to me.
  3. I’ll save you time.  Do you really want to spend your evenings and weekends researching stocks and calculating taxes when you could be having fun with your family and friends? 
  4. I’ll spare you the annoyance.  If dealing with financial stuff is as enjoyable as a root canal, stop.  Hire me.
  5. I’ll help you make your spouse, dad, or whoever is on you about getting your financial life in order - happy.  Enough said.
  6. I’ll increase your confidence.  How confident are you that you’ll reach your financial goals?  If the answer is not so much, I can help with that.
  7. I’ll help you make better tradeoffs.  Let’s face it, unless your Bill Gates or Jeff Bezos, you don’t have an unending pile of cash.  I can help you stretch your money as far as possible.
  8. I’ll encourage you.  I’m not going to beat you up for your financial mistakes.  I’ll compliment you when you’ve done a good job, and help you when you get into a bind.
  9. I’ll help you feel safe.  Having a solid financial plan will lead to greater peace of mind.
  10. I’ll help you feel more in control.  My hands-on approach will leave you feeling on top of every aspect of your financial life.