Many are experienced, but not all are seasoned
Life can pivot on a poor or wise financial choice. Unfortunately, many investors, facing major financial decisions, default to simple rule of thumb. Serious investors know that money decisions hinge on values, and their choices are many shades of gray - rarely black and white. There's a world wide web of information before you, but good advice is still hard to find.
As a "Wellesley Woman," successful business owner and sober-minded mother of two, I know the cost and benefit of hiring professionals. I cannot do everything well on my own but I will not compromise my standards. If you are a consummate professional like me, you place high demands on yourself and discern excellence in others. If you've ever hired a "professional" and been disappointed by their service or lack thereof, you may be conditioned to think, "if you want a job done right, you should do it yourself." Don't put faith in this fallacy. You are smart to seek advice. If you've come to doubt the worth of a financial planner, you may not have encountered a good one yet.
Newer clients say a key benefit of working with me is my ability to understand complex financial information, and provide clear, easily understood explanations whereby they can make informed choices. Long-time clients work with me not from a need to stay constantly informed. They rest, assured that I can and will promote their values, pursue their best interests, and advocate for their rights even if they cannot.
If you are looking for someone to preside over your financial well-being, or a loved one's financial affairs, I invite you to contact me. Our boutique practice is suitable for those who want personal, dedicated, comprehensive service of a seasoned financial planner. To learn about my credentials and the firm that stands behind me, in the toolbar, click "Qualifications" and "Raymond James." To Schedule a Consultation, click here.