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Video Transcript

I like to think of myself as a financial coach for my clients. Now, when you hire a coach, you're not paying somebody to pat you on the back and tell you that what you're doing is perfect, right? You hire a coach to help you to identify what you can improve, the changes that you can make to be better.

I work very hard to understand what is most important to my clients. And I use that as the foundation to be able to coach them through a lot of what we experience. Now, when things get tough or you turn on the news and it sounds like the world is ending, the coaching I provide my clients on how to do better, what to pay attention to, and sometimes what to ignore,  helps them to achieve better results and keep them focused on what really matters to them.