If someone asks me what I do or what I am trying to accomplish I say this:
I am about three things: Inspiring, Educating and Planning.
I want people to unearth what is important, what they want and what will bring them happiness. Communicating with real life experiences, plain-spoken financial language, and a deep knowledge of personal finances builds trust and reassures them that they are taking the right path. Having the right financial planner will help put you in a different frame of mind and make the complex understandable so you are PLANNING WITH A PURPOSE. Give it a try and see where it takes you!
