H O P E

Masters of the universe

Some planners fancy themselves indispensable. Surprising as it seems to them, many people achieve reasonable financial success without benefit of their services.

Financial planning is easier than rocket science so some people get by. People have clear intuitive ideas. Save some money for a rainy day. Avoid debt. Get a home paid for. Own insurance. Have a pension plan or save. Pay a little less tax. Upgrade skills. Have a life partner. Help others when you can. Planners can add efficiency and help with effectiveness. The win is people get where they are going easier, more predictably, cheaper, or sooner.

People benefit from a planner if

  1. They need emotional support
  2. They need help with the arithmetic
  3. They need help choosing a product
  4. They need help keeping up to change
  5. They need help communicating with other professionals.
  6. They need help summarizing details for reporting and review
  7. The need to be reminded why they are doing what they are.
  8. They need a cheerleader
  9. They need an external voice of reason

What is H O P E?

Planner rock stars are to be avoided. Good planners look like this.

Humbly

Observing

People

Evolving

And supporting them in their journey.


I help business owners, professionals, and others understand and manage risk and other financial issues. To help them achieve their goals, I use tax efficiencies and design advantages to acquire more efficient income and larger, more liquid estates.

In previous careers, I have been a partner in a large, international public accounting firm, CEO of a software start-up, a partner in an energy management system importer, and briefly in the restaurant business.

Please be in touch if I can help you. don@moneyfyi.com 705-927-4770

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