Why I am a financial planner.
After having met with a financial planner in my late 30's, I left feeling overwhelmed and annoyed as my opinions weren't considered. I spend my time asking clients to tell me about their lives, their fears, their dreams, their goals so I understand them. I challenge them to think about everything more logically, not emotionally so they can make conscious financial decisions. This is the most rewarding part of what I do.

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