I don’t have time to waste and I doubt you do either.

Truthfully, I “waste” a lot of time doing things that I like and enjoy. As a matter of fact I look forward to “wasting” even more time in the future doing things I like to do and I haven’t met an honest person who doesn’t also look forward to wasting more time themselves.

However, there is some types of “work” that I don’t like to do. Actually I hate it! For example, when an unexpected and undesired situation rears its ugly heads in my business it will inevitably demands my time and attention.  These situations reduce my enterprises efficiently and when I am spending time and money dealing with them, they really drain my energy and makes me feel like I am truly “wasting my time” doing something I would rather not be doing.

I would much rather be working on activities in my business that don’t feel like work. For me, I truly enjoy sharing stories and ideas with people I like being around. Be it one-on-one conversations, group discussions or even seminars there is something I find ultimately satisfying about building relationships and discovering new ways to help each other grow both professionally and personally.

For me, I look for ways to free up more time so that I can do more of what I like to do when I want to do it. That means looking for ways to become more efficient, surround myself with people who know more than I do in order to help me make better decisions, take less unnecessary risks while looking for ways to protect myself from the risks I do have so that I don’t have to deal with the drama and uncertainty if something undesirable happens.

In addition, I love positioning myself to have the flexibility to take advantage of opportunity when it presents itself.

In my years on Earth I have found that the most successful people, the “luckiest people”, both protect themselves from the potential of loss while positioning themselves to take advantage of opportunity when it presents itself.

This is how I help. We have conversations, we discuss your vision and goals, we identify threats and opportunities and we develop strategies that put you and your business in a position to succeed so that you can spend more time focused on what it is you really want to do.

Why I am a Certified Financial Planner™ and Chartered Life Underwriter®.

This is to say I like what I do. There is nothing more satisfying for me to hear my clients say things like “I didn’t know that you could do that” or “so that is how that works.” I know that when they say phrases like this they can see that they will have more time to do what they want to do and have less likelihood of spending time and money on situations they would rather not be wasting their time with.

As a business owner myself, I believe that there is no better way for a person to to acquire wealth and live the life they want than owning and running their own business when they understand the risks and take measures to reduce their potential impact.

I have run successful businesses but have learned my most valuable lessons from other endeavors that didn’t work out as I had hoped.

It was the agony of dealing with the mistakes I made in these businesses that I learned some difficult lessons. The time and money I wasted during these times caused me to start asking “What could I have done differently; what could I have done better.”

It was asking these questions that brought me into the financial planning business and now my mission is to help other business owners identify risks and opportunities they may not realize so they can address them and continue to expand their enterprise.

Learn more about what a Certified Financial Planner™ and a Chartered Life Underwriter is here.

If you are here on my website reading this, there is a good chance that you also own and operate your own business. If not, then you are likely a key person the owner trusts to help them make important decisions and you are looking for someone to help you with one of the specialized services my team offers.

I am based in Florida but work with clients all over The United States who are referred to me by others that have enjoyed working with us and see the value of our services as well as some who find me in searches on the internet.

My clients tend to become clients for life. Therefore it is imperative t0 work with people where we can have open and honest discussion while having some fun too. This makes the time we spend discussing how to protect your business a lot efficient and much more enjoyable.