What I do
Wealth Management
Wealth Management
As a Wealth Manager, it is imperative to recognize that everyone has different goals and objectives that require tailored solutions. I believe in spending that extra time at the onset to truly understand one's situation and priorities. Only then can we put a proper plan to action, one that will last us through the tough times.
As a Wealth Manager, it is imperative to recognize that everyone has different goals and objectives that require tailored solutions. I believe in spending that extra time at the onset to truly understand one's situation and priorities. Only then can we put a proper plan to action, one that will last us through the tough times.
1. Assess
1. Assess
I assess your current financial situation, your aspirations and your time horizon.
I assess your current financial situation, your aspirations and your time horizon.
2. Discuss
2. Discuss
We then discuss possible ways and means to achieve your goals. Some sacrifices have to be made, depending on your priorities.
We then discuss possible ways and means to achieve your goals. Some sacrifices have to be made, depending on your priorities.
3. Decide
3. Decide
We then decide on a suitable path to proceed and periodically review it to ensure we are still on the right track.
We then decide on a suitable path to proceed and periodically review it to ensure we are still on the right track.
Simplydads
Simplydads
Welcome to Simplydads! We are a community of fathers simply trying to be better dads. We created this community as we truly believe that dads genuinely care for their children and want to play a more active role in their upbringing. As fathers, we struggle with unique issues and we wish to utilize this community as a way to bring all Dads together.
Welcome to Simplydads! We are a community of fathers simply trying to be better dads. We created this community as we truly believe that dads genuinely care for their children and want to play a more active role in their upbringing. As fathers, we struggle with unique issues and we wish to utilize this community as a way to bring all Dads together.