I Believe . . .
. . . in helping people relax and feel confident about their money
. . . in identifying financial blind spots
. . . financial planning should be customized
. . . financial planning should simplify your life, not complicate it
. . . financial plans must change as life changes
. . . not losing money is just as important as making money
. . . investment strategies must be clearly defined
. . . in accumulating and maintaining an appropriate cash reserve
. . . investment costs must be kept to a minimum