About
Making & Meeting Goals
Building Strong Futures
Building Strong Futures
The process begins by documenting your goals and comparing them to your current portfolio. Proven investment strategies tailored to your risk tolerance and designed to withstand market volatility are utilized. Expect unbiased recommendations and impartial guidance that directly address your specific needs and goals.
The focus of our sessio
The process begins by documenting your goals and comparing them to your current portfolio. Proven investment strategies tailored to your risk tolerance and designed to withstand market volatility are utilized. Expect unbiased recommendations and impartial guidance that directly address your specific needs and goals.
The focus of our session is entirely on you. The coaching approach centers around providing honest, unbiased feedback and direction, without any sales pressure. The commitment is to assist you in making the financial choices that best serve your interests.
Building Strong Futures
Building Strong Futures
Building Strong Futures
My primary focus is on guiding individuals and families on their financial journey. Expertise in diversification, analyzing market trends, and implementing risk reduction strategies allows for tailored assistance in achieving unique financial goals. Your dreams and aspirations matter deeply, and being a reliable partner in safeguarding th
My primary focus is on guiding individuals and families on their financial journey. Expertise in diversification, analyzing market trends, and implementing risk reduction strategies allows for tailored assistance in achieving unique financial goals. Your dreams and aspirations matter deeply, and being a reliable partner in safeguarding them is my commitment.
Understanding the hard work and effort you've invested in realizing dreams and accumulating assets, the goal is to provide personalized guidance aligned with your values, priorities, and long-term vision. Together, we'll navigate the complexities of the financial landscape, ensuring well-balanced investments that suit your risk tolerance. We're here to help you make informed decisions to protect and grow your wealth.
About Don
Building Strong Futures
About Don
Don is a veteran of the United States Air Force having served in Desert Storm. He holds a Masters degree from the University of Georgia in Financial Planning, housing, and consumer credit.
Don retired from wealth management after a successful career working with high-net worth and ultra high-net worth clients. He posesses a very extensive
Don is a veteran of the United States Air Force having served in Desert Storm. He holds a Masters degree from the University of Georgia in Financial Planning, housing, and consumer credit.
Don retired from wealth management after a successful career working with high-net worth and ultra high-net worth clients. He posesses a very extensive, and practical knowledge of money that he passionately shares with others.
After two decades in finance, Don decided to transition from the role of Financial Advisor, where he offered investment and financial advice, to the role of a coach. He now provides guidance rather than financial advice, and in addition helps people understand their relationship with money. He is now able to offer his years of experience without any conflict of interest, or product to sell.