For Women Only
Although men and women alike have the need to plan for the future,
women tend to approach the subject differently than their male counterpoints.
The articles that follow were written with this reality in mind.
- You've Come a Long Way Baby...or Have You
- Where Are You Financially
- What Does Wealth Mean to You
- Setting Financial Goals
- Planning Questions
- How to Hire a Financial Advisor
- Heal Thyself-Of Fiscal Health and Financial Responsibility
- Getting Unstuck-Having a Plan
- Asking the Right Questions
Building Trust Process:
My career as a teacher many years ago taught me that great advisory skills are based upon great listening skills. If I cannot listen, then the needs and resulting solutions that come out of my mouth are mine, not yours.
I hold high the value of the Socratic method of teaching, where questions can lead us to solutions that make the most sense in your life, using your goals and your vision as the point of departure.
When I do advise you, it will never be in investment-speak. Instead, I will speak to you in plain English, working to distill more complicated concepts into
language that can be clearly understood.
I will demonstrate the overarching principle that your
interest is the only interest that matters. Here's how:
- I will lead by example wherever possible, both personally and in our client-advisor relationship.
- I wll always tell you the truth. While seemingly obvious and necessary, this includes no exaggeration, hedging, avoiding, half-truths, or fear of confronting the “elephant in the room.”
- I will remain stalwart, unemotional, and calm when markets are turbulent, reminding you of the principles, goals, and strategies we established at the outset while remaining sensitive to your worries, fears, and emotions.