I have always been passionate about the financial markets. Early in my career, I was fortunate to have a front-row seat to observe, interpret, and learn about the inner workings of our monetary system from the trading floors in Chicago, where "your word is your bond."
Building relationships of integrity and trust has always been a source of pride for me. Amidst the chaos of the trading floor, I learned that the law of reciprocity dictates access to trading order flow—what can you do to earn the business? This commitment to earning your trust is at the heart of my approach to financial planning.
My trading experience has equipped me with a unique ability to help clients navigate the emotional aspects of financial decision-making. When discussing risk tolerance, I aim to ensure clients can sleep comfortably at night, confident that their portfolios are structured to weather any volatility they may experience. When I decided to transition from the trading floor, I was driven to utilize my knowledge to guide and protect individuals from the often overwhelming 'noise' of financial advice. My options trading background led me to specialize in employer-based stock options, particularly for high-earners and corporate executives, offering a sense of security and confidence in their financial future.
My pursuit of fee-only financial planning was driven by a desire to serve as a true fiduciary, unencumbered by the pressure to sell products. I recognized that aligning myself with my client's interests rather than those of a product provider would yield superior outcomes.
Upon achieving the Certified Financial Planner® designation, I realized the enhanced potency of the fee-only model when combined with tax planning. This revelation was a game-changer for me and motivated me to become an Enrolled Agent. It solidified my belief that fee-only financial planning, integrated with tax planning and preparation, is the optimal solution for most individuals.
Today, I view myself as a provider of financial advice and a guardian or protector against those who do not offer comprehensive financial planning. My commitment to you is to uphold the same high standard of integrity and service that I maintained on the trading floor for many years. With its transparent approach, fee-only financial planning is a testament to this commitment, ensuring you feel reassured and valued in our partnership.
Allow me the opportunity to earn your trust and provide value in the services we provide.
These decisions should always be made in the context of your financial plan and personal goals. As a tax-focused financial planning firm, we strategically plan for the tax implications and walk you through our financial planning process. Feel free to contact us at www.CadencePlanningChicago.com or www.CadencePlanningLLC.com to learn more.
댓글