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What’s Your Story?

10 February 2021

As I’ve noted, my career path to helping people has entailed a significant amount of self-discovery, which, in turn, has made me sensitive and understanding to people’s individuality – to what drives them, what they need and want out of life.

In short, through writing my own story (metaphorically speaking), I learned the importance of each person’s own story. And that is what I need.

To understand your story. It’s not anyone else’s story – you own it, you’ve lived it, it’s yours. And it is what drives you.

One of the first things I like to ask new and prospective clients is, “Why is money important to you?” Quite often, the first thing out of their mouths is a generic tribute to the fact that money is important, period.

Of course it is! But that’s not what I want to know. What I want – and need – to know, in order to help you to the very best of my ability, is why it’s important to you. What does it represent, in your most secret heart?

Does it mean security or adventure? Do your retirement dreams whisper quiet comfort, or the freedom to take on new challenges? Neither one is better than the other – they are both worthy of address – as are all the goals, dreams, and fears my clients share with me.

Did you grow up in hard or easy circumstances? A good number of my clients have encountered hardships at some point in their lives, and this can impact the way you approach life – and money.

Everything you’ve lived through is your story. It is the movie that you star in and direct. Everything you’ve made, from your family to your business to your retirement wealth, is part of your story. I can’t help you plan for the future you long for unless I have a deep understanding of what makes you you, and not someone else.

What I want is to help you plan for the future based upon where you have been, where you are now and where you want to go.

And to do that, I have to know that it all matters.

In my office, you are listened to, you are heard – and you are cared about.

Because you are telling me your story, and your story is worth listening to.

Please click here to email me directly – I’d love to talk with you and hear your own, unique story.

Until next Wednesday –



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