Every successful family has a unique family culture. They know what their most deeply held values and beliefs are. It’s instilled in them early and it’s talked about. Everyone knows “This is how we do things – this is how we make decisions” .
This is the starting point in our discussions with you. I start with an in depth conversation about what’s important to you because these values underpin all your decision making. These values, this fancily culture can is what informs why you do the things you do. It provides a framework and a clarity when making decisions and it is where you can rally or measure when things don’t quite go according to plan, and isn’t life a bit like that?
Knowing what your values and beliefs are means that at any crossroads you can ask yourself “ Will this decision move me closer towards those things I hold dear or not?”
Vitally your values inform the advice process as I seek to understand what is important to you as I tailor a personal solution to meet your needs.
I provide a comprehensive approach to your financial planning and if it is important to you, working with you to build a legacy for your children and their children.
I built my firm on integrity and trust, because doing what is right for you is better for my business in the long run.