There’s no doubt about it; finances are serious business. The financial decisions you make today can affect you until retirement and beyond.

Nonetheless, I’ve found the most productive client relationships I’ve had have not only been serious. They’ve also been fun. The real beauty in working with a small number of clients is getting to know them closely, understanding their families, careers, passions and pastimes. I really enjoy the discussion that’s required to reach that level of understanding.

I love to watch families evolve and grow over time. For me, it’s not just interesting from a professional standpoint, it’s fun.

I know a lot of people procrastinate on financial planning, dreading all the numbers and accounts and signatures. If that’s your mindset, I understand but hope you’ll reach out to me. It can be fun; I promise. (Okay, not everyone finds it fun, but you will definitely feel a greater sense of confidence and peace of mind as you look to the future.)