I have been advising clients on how to keep their finances on track since 1996. It’s a big responsibility and one that I embrace. I enjoy it – it’s all about making sure I understand where a client is today, where they’d love to get to in the future, and then across each year tracking that they are on track to achieve their goals. While we appreciate that each person’s goals and objectives are different, we do see a common thread across all clients: Everyone feels great when they set and achieve their financial goals. It’s a brilliant feeling.
I, personally, am an avid goal setter and ‘box ticker’. One of my long standing goals is to build a business that helps clients and their families succeed financially. It makes such a difference in all aspects of their lives when their finances are healthy and under control.