You love helping individuals and families realize their dreams through smart financial planning and investments. Yet sometimes you feel like the cobbler who has no shoes. While your clients have thoughtful, focused plans with regular reviews, your own plan is more catch-as-catch-can or respond and react. You face many of the same challenges as Entrepreneurs with the added pressure of ever-increasing regulatory compliance.
A glance at my Bio lets you know that I have been in your shoes. My unique background covers financial product sales, trading, money manager due diligence and complex tax and financial planning. This experience was gained working in corporate environments, partnerships, banks and insurance companies, and independent financial planning firms. Mix in working both in the United States and in Asia and you have a world of experience to support you in the development of the business of your dreams.
Whether you are facing challenges with the growth of your business and client-base, administrative and employee issues, or developing a succession plan, a coaching relationship provides the third-party objective sounding board to support you in developing solutions unique to you. Contact me for a complimentary initial session and we will explore how we can work together to accelerate you!