Hello,
I’m glad you’ve come to my page. I’m not your typical financial advisor, and I don’t believe in day trading or complicated and risky products like options and derivatives, the very things that got us into the recent financial meltdown.
I don’t waste your time either, by telling you this is once-in-lifetime opportunity to make big bucks, or that you’ll get rich quick with hardly anything invested, or that I know where the market is going next, or that I’ve got the secret that you deserve to know to become wealthy.
None of that is true.
Instead, I’m a coach, a personal trainer of sorts, making sure that you know what your goals are, that you have a budget and stick to it, and that you’re saving and investing enough to reach your goals. It is possible, but it’s not easy. That’s why we all need an accountability partner, and that’s what I promise to be for you, in addition to managing your investments.
If you’re at all apprehensive about signing up and getting a call from me, then the first thing I think you should do is go to my blog and read what I’ve written about various financial topics. If you agree with my viewpoint, we’ll probably make a good team.
Just so you know, I ask for your state because, although I’m eligible to be licensed in all 50 states, I only maintain my license in states where I currently have clients because it costs money every year to maintain each state license. I ask for your occupation and employer and birth date so I have an idea of the type of investments that might be right for you, and those that wouldn’t, and I ask for your prior investment experience so that I’ll know where you are within the world of saving and investing.
Notice that I don’t ask for your net worth, or income, or how much you might be able to invest. I will later if you decide you want to work with me, but it’s not important right now – I’m willing to help anyone who realizes the need for it.
Once you’ve signed up, I will call you at the time you schedule to have an introductory chat where you can interview me to see how I can help you. Again, thanks for visiting the page, and I look forward to talking with you soon!
