An Introduction

When I became an insurance agent many years ago, I was eager to follow their coaching program to be successful.  I did end up being successful in that company, but their coaching included teaching me to go into debt. 

That simply became too stressful for me and my family; I couldn’t handle the debt.

So, I aborted the coaching plan, and when it was all said and done, I left after seven years and was told that I had earned $200,000 toward my retirement, after clearing, my business account with them, I ended up with $4,000.

I have no doubt that the path they put me on at that company would have been successful had I continued to follow it, but I could not handle it emotionally.  

It’s on me more than anybody else, because I didn’t know what I was doing; I was blindly trusting somebody else, and as a result I ended up in a place I really didn’t want to be.  

That’s what got me into financial planning and helping people understand what they’re doing: making sure they know exactly what they want to do, or at least that they know what someone else is doing for them, and that this path that they’re being put on is really a path that they want to stay on, because you have to stay on it to be successful.

If it turns out it’s contradictory to your values, and if it turns out it’s contradictory to your emotional security, then you’re going to have a problem, just like me..

Because of what I went through is is why I’m doing our financial planning business this way:  I share my life lessons with you to help you avoid doing something you’ll regret, always checking yourself at different places along the way to say “Yes, this is what I want to continue to do.”

THese are decisions you need to make because it’s your money and your future, so therefore it should be your decision.

It’s my job to help you different the key factors for you in each decision so you can become you confident that you know what you’re going to do and why you’re going to do it.

In other words, you’ll know not just hope) that you will make a good decision each time.

I can help you make that decision, the one you’ve been hesitant to make, today.