Associate Financial Planner (AFP)
Associate Wealth Planner (AWP)
"Give a man a fish and you feed him for a day. Teach a man to fish and you feed him for a lifetime."
I believe this proverb is true in financial literacy, playing an important role in our individual financial planning.
No adviser can take ownership of the client's finances. Ultimately, only the client can do so for him/herself.
The role of the adviser is more often than not that of a coach. Not only to cheer on the sidelines, but to proactively provide sound advice, even at times when the individual athelete does not like to hear it. This is never easy.
My role is to provide my clients with the rock solid fundamentals of a financial toolkit. The rest is pure chemistry.