A trusted financial planner for life.
Committed to comprehensive care.
“At the end of the day, money is just a means to an end. It is valuable only to the extent that it allows you to enjoy what is important to you.” Karen Tang
Most financial planning starts with an assessment of goals. Though goals are important, they don’t provide you with the big picture – the “why” – which reflect your deeply held values. The approach that I take in creating a unique financial security plan for each individual is holistic and it focuses on your financial and non-financial priorities.
Before doing anything else, I want to understand your values and what is important to you. Because when this is clear to you, you will make smart choices about money that are aligned with your core values. And not worrying about your finances is critical to having a life that excites you, nurtures those you love and fulfills your highest aspirations.
In developing a financial roadmap for you, I am guided by these precepts:
- Aligning finances with your values, priorities and goals
- Proactively managing your risks and creating ‘margin’ in your life
- Helping you make the most from your resources and opportunities
- Recognizing that life is more than your investments
My approach to financial planning can be summed up in 3 vital words:
- Simplicity – making it simple to understand
- Transparency – expose and share all relevant information
- Accuracy – being detailed and precise where it matters
As a client, you can be assured of the following:
CARE: Clients are family. I will do my utmost best to turn your goals into reality.
CONTINUING: Financial planning is an ongoing process, not a one-time transaction. I am here to ensure that your financial plan is robust, yet flexible enough to achieve your needs and desires every step of the way.
COMMITMENT: I am there for you when you need help or simply a listening ear. I am committed to be prompt and responsive to your needs. I will help you follow through on your financial commitments, by working with you to prioritize your goals and show you the steps you need to take.
COMPETENCE: You can count on competent advice backed by experience and expertise in the areas of risk management, wealth accumulation, retirement planning and wealth distribution. I will work with you, by regularly assessing any potential life transitions that might be coming your way, and create the action plan necessary to address and manage them ahead of time.
COMPREHENSIVE: The ‘best-of-class’ (cost effective as well) solutions are available to you.