WHY YOU PAY ME AND WHY WHAT I DO IS WORTH IT
You pay me to:
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Provide ongoing coaching and advice
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Teach you new things
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Improve your knowledge in things you already know
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Provide service and support, unconditionally
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Have access to me via SMS, email, video, phone or in person
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Translate complex to simple & breakdown jargon into laymen terms
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Help you avoid making irrational, emotional decisions
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Educate, NOT judge and scold
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Celebrate shared wins and successes
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Empower and motivate you
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Hold your hand when things are uncertain
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Provide you confidence and security in your long term plan
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Encourage you to be the best financial version of yourself
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Actually do what I say I will do... Always
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Act as your soundboard, using my life experience when needed
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Share ideas on technology, lifestyle and family
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Treat you and your family as my own
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Give you 100% authentic me - what you see is what you get
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Tell you what you need to hear, NOT what you want to hear
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Be honest, transparent and have hard conversations where needed
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Never, ever, tell you how or where to spend your money
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Consider us a team, working together, on the SAME level
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Help you get the most out of your money and life
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Help you understand correspondence, even if unrelated to us
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Reflect on wins and tackle challenges, TOGETHER
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Complete as much or as little admin needed behind the scenes
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Wake up every day and ask "how can I make your life easier"?
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Keep you updated on sensitive world events
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Not follow the crowd, always speak my mind
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Be the middle man between your accountant/solicitor
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Give you a safe space to meet and befriend like-minded clients
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Give you confidence and comfort
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Protect your most precious resource... YOUR TIME!