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