WEBVTT

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When I first started, I thought that financial planning was all about dollars and cents.

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Since then, I've learned that it's really about empowerment. I think a lot of clients come into financial planning

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expecting it' to be

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a bunch of graphs and charts and different data analyses. This job isn't just about the market going up

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and down and investing. It's really getting to know the person, uh, understanding their needs, and helping them

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with their overall financial picture. Money's

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very emotional, and I think you can only help people

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work through issues like that when you have that strong, personal, human connection. And you really have to treat the

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financial plan as a living document, um, an always-changing document to meet what each year brings. It's not just a

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straight line textbook that you need X amount every month, and that's what you take. Each year is different. An

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overarching reason people come to us is, quite frankly, permission. They want permission to retire. They don't want to

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have the anxiety of, will I run out of money in retirement? Well, I've encountered some people who maybe have

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always dreamed about a trip all of their lives, and now that they're retired, they're thinking, "Maybe I could actually

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do that." And if I can help them to be able to have the confidence to take that trip and

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feel empowered to

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enjoy it, that's what this is all about.

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My role as an advisor is to figure out and ask you, what would you do if money

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wasn't a barrier to all the things you wanna do in your life? I wanna bring you as close as

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possible

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to that.