Why I chose to become a planner, not a salesperson.
Financial planning should be a rigorous, technical discipline; not a high-pressure sales pitch. I do not propose plans on the first meeting, ensuring my recommendations are built entirely on your needs.
Changing the industry, one client at a time
When I was younger, a financial agent pitched me a plan. Like most young adults, I didn’t know enough about policy structures or fee schedules, so I signed it.
A few years down the road, I realized that the plan did not fit my life goals at all. I was paying expensive premiums for coverage I didn’t need, while my actual wealth-building potential sat idle. I was too young to know better, and I had trusted a salesperson instead of an advisor.
When I entered the financial industry, I saw that this issue was systemic. Too many agents are trained to close sales on day one. They ask a few high-level questions and immediately propose a package, prioritizing commissions over customized planning.
I chose a different path. I believe clients deserve an advisor who:
Every industry change starts somewhere. For my clients, it starts with a methodical, two-step approach that removes all sales pressure.