Chris has helped us develop a personal financial plan. Through continuous review he helps us stay disciplined to the plan and we truly feel he is always looking out for our best interests.
I believe that finding the right personal fit is mandatory for a productive relationship. I fit best with clients who prioritize the simple things in life, and who value implementation and proactively communicate with me. You need an advisor to whom you can relate, an Advisor you trust and who understands your specific needs.
The majority of my clients and my experience comes from working with people in one of five career groups:
The result is that over time I have gained valuable expereince and understanding of the unique financial planning needs and opportunties of these groups.
In our experience, the best approach to address the unique financial needs of these groups is a team approach.
Anyone who has felt the confusion or worry of - Are we missing anything? - or concern over their financial advisor fully understanding their profession knows how valuable finding the right fit can be. If you are looking for an advisor who gets you and can convert ideas into concrete financial decisions, I would be a good fit for you.
May 22 & 23, 2019 | Time TBD | Ashburn Golf Club
March 14, 2019 | 6:00 pm - 8:30 pm | Delta Burnside
5548 Kaye Street, Suite 201
Tel: (902) 431-3850
Fax: (902) 423-6550
Toll Free: 1-888-305-7526