Inflation: How it Impacts Your Financial Future
Inflation: How it Impacts Your Financial Future We don’t need a Harvard…
Connecting your Soul to your Money
Having a healthy relationship with your money is of paramount importance in being successful and finding happiness. Conversely, a dysfunctional relationship with your finances can be an aggravating source of imbalance and misery. I learned this while obtaining a master’s degree in psychology and I explore these connections in the work that I do with my clients.
Financial Freedom: The American Dream
My Dad was a political refugee who became a US citizen. I heard him say more than once: “Greatest country in the world; work hard, get an education and you can accomplish anything you want”. I am living proof of this, and I believe it. But that dream could be a nightmare unless you are financially informed.
Our financial advice industry is broken
For all the regulations in place, people still do not get straightforward information, in laymen’s terms, about what their financial advisors do, how they do it and how they get paid. Because I have inherited many horror stories from clients concerning their prior advisors, I help you craft the right questions to ask that can prevent bad experiences.
A glut of financial information but no education
There is more information available online than ever and yet people are more confused than ever. It does not help that there are no financial curriculums in schools. I am passionate about financial literacy and have been a strong advocate and volunteer teaching at-risk youth and other underserved groups. I also believe in educating my clients.
I have made financial mistakes in my life
One reason I can be a valuable resource to you is because of all the mistakes I have made that taught me to be a better advisor. I draw upon all my experiences, good or bad, in my teachings. Frankly, I would be suspicious of anyone who brags about their success without admitting to the mistakes that helped them get there.
WHAT IS YOUR WHY?
Your Why is every bit as important as mine. We will explore it together. It will become the foundation of your financial roadmap. You will find that asking the right questions will usually unlock the key towards understanding the What and eventually the How.
