“He who loves practice without theory is like the sailor
who boards ship without a rudder and compass
and never knows where he may cast.”
– Leonardo da Vinci
Plan today. Clear sailing tomorrow.
Would you set sail without a nautical chart? Would you drive cross country without a map? Would you build a house without a plan?
Of course not, because if you don’t know where you’re going, you can’t know where you’ll end up. But you’ll end up somewhere, and when you get there, you’ll wish you’d followed some sort of path.
Your financial journey is no different. Plotting a course and re-adjusting as needed is instrumental in getting where you want to be and I can help you with that.
There is no single solution because everyone’s financial situation is unique. All the aspects of your financial life are interrelated, and each deserves thoughtful and analytical attention in order to optimize your financial life as a whole. And if you follow a path, financial peace of mind is attainable.
I offer comprehensive, holistic, fee-only financial planning. As a fiduciary, I put your interests first. I don’t sell any products or collect any commissions or referral fees, so I have no conflicts of interest or ulterior motives. I am an independent financial planner and I work for you!
If you would like more information on why I chose the name “Tradewinds” and how the “trade winds” work, please click below.