Step Outside the Box of Conventional Thinking

jack-and-elaine-knee-bendTime to take inspiration from the fitness expert, Jack Lalanne.

At the time, doctors advised their patients to stay away from his health club, a business totally unheard of at the time. Patients were warned that, “LaLanne was an exercise ‘nut’ whose programs would make them muscle-bound and cause severe medical problems.”

It’s amazing to look back now and consider how the prevailing experts were wrong about the effects of exercise and fitness.

It’s also worth considering that much of the prevailing financial advice you hear from TV financial gurus or other “experts” may not be complete or correct either.Bright Ideas

You’re not going to create a financial strategy for yourself that is flexible, responsive to change and that will work in both a strong and weak economy by doing what everyone else has always done. And just like Mr. LaLanne, it makes sense, at times, to challenge the status quo and step outside the box of conventional thinking.

You have far greater financial flexibility, creativity and strategy available to you than just following the predictable, common-place and incomplete advice you hear every day:

  • “Stay in the stock market, ride out the downturn no matter what”
  • “Invest for the long term”
  • “Focus on rate of return”

I work with you to develop your skill and financial knowledge. We discuss your life choices, values, and overall personal, family or business situation and outlook.

Then together we choose appropriate financial products that fit into and support your customized, personal, lifetime financial strategy.solutions