In this article, I offer information about my financial consulting methodology and philosophy. My practice is somewhat different than most people who use a term like “financial planner” or “investment counselor” or “money manager.” Here are a few highlights:
There are some things my consultations do not accomplish:
My preferred method of consulting is to work with clients by e-mail, mail, and phone. While I do occasionally consult with clients at my office or on their premises, or in video conference meetings, my schedule makes in-person consultations difficult. My experience is that we can develop a fitting long-term relationship where I can help you solve the financial problems you want help with by creating reports, directing investments, and making long-term financial plans by working remotely. I’ve been serving clients this way since the year 2006. Plus, it saves you time and travel expenses, and allows you to get your financial problems solved sooner!