“Put first things first and we get second things thrown in: put second things first & we lose both first and second things” – C.S. Lewis
This quote from C.S. Lewis properly captures my core belief about Wealth Management. There can be many moving parts and most of them rely on each other to create a successful outcome. This is the reason why I am passionate about taking a holistic approach and have done so for over 21 years. Much like the first step in building a home, ship or skyscraper is creating a blueprint, the same must be applied to creating a successful personal financial journey.
I’ve been asked if I could describe in one word what I truly am to a client; there could many answers, but the one I believe above all is: Advocate.
My belief of the importance and impact that financial health has from a psychological standpoint leads me to take a deeply personalized approach. I believe that it is crucial for people to have an advocate on their life management team that truly cares about their health; financially, physically, and mentally.