AS A FULLY ACCREDITED DISCOVERY FINANCIAL PLANNER I RECOGNIZE THAT EACH PERSON’S LIFETIME FINANCIAL JOURNEY, IS EXTREMELY PERSONAL, WHICH IS WHY ATTENTION TO DETAIL IS ESSENTIAL FOR YOU TO ACHIEVE THE FINANCIAL FREEDOM THAT YOU DESERVE!
You see, it’s about having the heart of a teacher. Solutions are there but to teach and educate is to show others the correct way to safeguard their risk, build wealth, and enhance their health as it’s about looking at the holistic needs of you, the clien, as an individual and as a whole.
We are all busy……..busy working, earning an income, looking after family, taking care of the day-to-day needs on so many levels we sometimes forget or just don’t have the time to take a critical look at where we are financially and where we are going, in other words, our financial journey.
The benchmark for success in personal financial planning is a process, it’s a lifetime journey of careful planning.
You need to actively plan on purpose, take charge and use what’s available to you.
Feedback from clients the world over have one thing in common:
They do not understand what they are paying for and do not understand why they are paying for it!
This is where I come in, as your personal financial coach, to decipher the financial landscape in a language that will make perfect sense to you.
Excellence is more of a product of good habits and “stickability”, than an event.
"We make a living by what we get; we make a life by what we give.