Columbus / Ohio / United States
I believe people make financial decisions based on water cooler talk”gut instinct input from unqualified friends & family, not tailored to individuals & loaded with behavioral biases”with no idea on the financial ramifications that their decisions may have. My process is quite the contrary. I help you establish a road map of financial goals, & work towards them, exploring every route available. Im not going to take you down a path to find a collapsed bridge. Everything I do is built on core foundations, solidified by concrete dirt under the nails research, & stress tested for points of weakness. Emotional based investing can be risky. I believe bad short-term decisions can have a drastic impact on long-term success. Acting rashly can derail & cripple financial plan progress. I try to help you plan for the foreseen and unforeseen, doing our best to mitigate the downside while looking to improve the upside. In a marketplace filled with irrationality, it can be difficult to find ones way. Dont gamble with your future”plan it every step of the way. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.