My Value Proposition as your Financial Advisor

I am deeply interested in what is most important to you.

I will invest all the time it takes to fully understand - and to empathize with - your personal financial hopes and fears. I will respect your feelings on these matters, simply because they are your feelings.

I'm not the universal expert; I'm more of a wrangler of experts. I will work with the full panoply of the technical resources and personnel at my command to find solutions best suited to your personal situation. But no one will ever understand that personal situation better, nor care about it more, than I do.

I will also seek the solution which is simplest, most efficient and most effective for you. I will never ask you to implement that solution unless and until you fully understand it and believe in it, which are not two ways of saying the same thing.