Ask Me Why

Before you ask anyone what they do or how they do it, you should ask them why they do it.  This is the real starting point if you are trying to find out what makes somebody tick.

So why am I in business and why do I still love to come to work every morning?There are two reasons. The first one is the realization that the cards are becoming increasingly stacked against our entrepreneurs. The financial, legal, and political systems have all been turned upside down. The respect for hard work seems to be disappearing. The risk/reward ratio is getting out of balance. Trust has been lost. The people that create the true wealth get punished the most. More tax. More rules. More cost. I disagree with this direction and I want to help the business owner fight back.

The second ‘why’ that keeps me passionate is getting people to make a more meaningful connection between their money and their lives. The financial industry has created all of the terms for returns you could imagine: return-on-assets, return-on-equity, return-on-income, return-on-capital. All of the measurements have been covered except the most important – return-on-life. I want to help clients understand how the results of our work together can make an impact and ensure that their future is always bigger than their past. Money is like talent, it isn’t worth much if it isn’t put to use.

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