Ideally, I want this to be our first role when we are with our clients.
To create a safe and comfortable place where judgement does not exist, never will, just a relationship that will put us in a better position than when we initially sat down… a place to tell stories…
I mean, we are full of stories and we love to tell them. We love to talk about ourselves.
So, no motive other than to find what peace of mind looks like, but do it in a way that just does not feel like work.
Now, I still have so much to learn, and always will however, I do think that we are in a unique position in that we will learn about not only your financial position but also who you are, and sometimes why.
We will go through a lot together, good and bad. We have the space to learn so much, we have the time to work towards leaving you in the best position we can. We effect positive change.
It is merely the choice we make as to what type of adviser we want to be.
Let's have a coffee and a chat...
as this is the first step at Elementary Financial. We'd love to get to know you, then we can talk about what we need to do...