S.A.F.E. Money Concierge Services
Proactively addressing the total picture can greatly enhance your experience and outcomes.
They say an ounce of prevention is worth a pound of cure.
I want to help you put your financial house in order and in doing so help you make better decisions with your money.
When you have your finances working together in harmony, you can relax and focus on the journey and enjoying life.
I address the security of your money through an ongoing review of 7 common financial risks.
“I want an advisor that keeps my money safe, that is focused on my objectives, and helps keep me moving towards my goals.”
I utilize systems and workflows to help keep on top of matters to help address potential issues before they become bigger problems.
“I want an advisor that pays attention to the details and employs systems for prevention."
Financial Planning can often lead to changes being required. I believe in advance disclosure of the facts including potential ramifications and conflicts of interest.
“I don't want any surprises.”
Comprehensive planning requires the cross disciplines of legal and tax as well as financial. I believe is a team effort and with each client’s approval I will engage and coordinate with their other advisors.
“I want an advisor that will proactively work with my family and my team to cross vet important financial decisions.”
An ounce of prevention is worth a pound of cure.