Focus Driven
financial planning
There are some questions that Google can't answer. But more importantly - there are some things that Google can't ask you! With the increasing automation around us, we need to choose to have people in our lives who build relationships of trust and can help us ask the right questions about our futures.
As a financial advisor - this is what I'm good at. It's not about what financial products you choose, or what investment vehicles you select; it's about why you make those choices, and knowing exactly what choices may serve you and your family best.
Let's ask those questions together.
Our Process
explore | create | choose
EXPLORING YOU
Most financial plans begin and end with the products. Your plan needs to begin and end... with you.
CREATE CHOICES
Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.
CHOOSE
With a clear understanding of who you are, and what you want, you can make powerful and informed choices.
REVIEW AND ENHANCE
Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.
Our Latest Blogs
adding context to your choices
You can’t steer a parked car
Have you ever tried to steer a parked car? No matter how much you turn the wheel, you’re going nowhere. It’s a simple truth: movement is necessary for progress. Yet, movement without direction can quickly become chaos. The sweet spot lies in finding the balance—moving forward while knowing where you want to go. In life, as in financial planning, it’s tempting to stay parked. Waiting for the “perfect” moment to act or for all the uncertainties […]
Start small. Start today.
When it comes to financial success, many people fall into the trap of waiting for the “perfect moment” to start. “I’ll save when I earn more,” or “I’ll invest when the markets feel safer,” are common refrains. But here’s the thing: there’s rarely a perfect moment. Success isn’t built on monumental leaps; it’s built on the foundation of small, consistent actions. Tony Robbins often highlights the power of small steps, reminding us that tiny, intentional changes […]
Financial Advice that is tailored
to you and your choices.