Story and History

Planning for the future is all about endurance.  Unless someone inherits their wealth or wins the lottery, it takes years of saving and planning to save for retirement.  Comprehensive financial plans are not achieved through speculative investments.  There's a proverb that says: "Steady plodding bring prosperity."  

I have always enjoyed sports, and the ones I enjoy most are the one that require endurance.  I was the littlest guy in my age group when I first swam the IM (individual medley), which was the longest race during a swim meet, but I qualified for the city championship because I trained hard and persevered.  I took up running in high school and continued running competitively in college.  I always have done best at long distances. I have run several marathons, including qualifying for the Boston Marathon.  Training for a marathon required an increased level of planning and weeks of preparation.

As I partner with clients on their financial strategies, I am their coach and advisor in their journey.  There are no hasty, get-rich-quick schemes.  Each person has a unique situation, requiring an individual financial plan.  We must remain focused on goals and long term results.  My strategies are prudent and focused on long term results.  Similar to a marathon, financial planning requires preparation, perseverance and steady plodding.

Join me on the journey!