I believe people make financial decisions based on water cooler talk—gut instinct input from unqualified friends & family, not tailored to individuals & loaded with behavioral biases—with no idea on the financial ramifications that their decisions may have.
My process is quite the contrary. I help you establish a road map of financial goals, & work towards them, exploring every route available. I'm not going to take you down a path to find a collapsed bridge. Everything I do is built on core foundations, solidified by concrete dirt under the nails research, & stress tested for points of weakness.
Emotional based investing can be risky. I believe bad short-term decisions can have a drastic impact on long-term success. Acting rashly can derail & cripple financial plan progress. I try to help you plan for the foreseen & unforeseen, doing our best to mitigate the downside while looking to improve the upside.
In a marketplace filled with irrationality, it can be difficult to find one's way. Don’t gamble with your future—plan it every step of the way.