I have helped individuals for over 20 years to reach their financial goals. I’ve worked at PricewaterhouseCoopers and Arthur Andersen as a tax and financial planning professional, helped ultra-high net worth families at a multi-family office, and managed real estate for a family office for over a dozen years in addition to helping individuals through my own practice. I am a Certified Financial Planner professional, a Certified Public Accountant and and a Registered Life Planner. I have a Masters degree in Accountancy and a Bachelors degree in History.
Before we work together, it is helpful to understand each other. Here are some of the principles that I believe and that I integrate into my practice:
- Life is about more than ending up with the largest possible portfolio;
- The numbers don’t tell the whole story—your personality and preferences play a big part;
- Financial education is valuable;
- Everyone should be able to access financial planning assistance;
- My job is not to tell you what to do, but rather to educate you on the pros and cons of your various options.
- Your behavior in large part determines your portfolio return;
- You need to understand your risks as well as the potential returns;
- It’s difficult for an investment manager to consistently provide better than average returns, and even more difficult to know beforehand which managers will succeed at that endeavor;
- Your choice of the types of investments you purchase and the mixture of those investments is generally more important than trying to choose the “best” investment manager.