Perhaps time is best compared to the wind. We cannot control where it comes from or where it goes, but we are can harness its power and propel ourselves forward into the life we want most.
Perhaps time is best compared to the wind. We cannot control where it comes from or where it goes, but we are can harness its power and propel ourselves forward into the life we want most.
If you have children of your own, you've no doubt wondered about the best way to teach them to manage money. Everybody's approach is a little different, but, as with all things in life, the sooner we start educating our children about money, the more likely they'll become financially responsible adults.
You may be asking, "How in the world can you make recommendations and know what is best for someone?" The simple answer is that you can't, unless you know your client. This is why the relationship is so important in the financial planning process. We want to know who you are and more than just what you want, we need to know how you make decisions, your weaknesses, strengths, personality flaws, etc. The better we know you as your financial planner, the more we can help you.
What impact would you like to make in your world?
We are in the business of helping physicians and dentists reduce financial stress so that they are free to pursue the things that bring them joy.