Millennials were born into difficult financial times. As a millennial himself, David believes that the first step in being smart with your money is to avoid getting ripped off. That's why he believes that relationships are so important. He wants to truly get to know you and let you get to know him before starting to invest your money. But even when you work exclusively with resources that you trust, investors can still be ripped off by unforeseen circumstances such as job loss, illness, or injury. That's where comprehensive financial planning comes into play and why David believes it is so important for people to begin planning early, even if they don't have a nest egg ready to invest.

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David has worked with clients to address questions like what would happen if the primary breadwinner in a family were to suddenly lose their income. His goal with every client is to ensure that if the worst were to happen, they would have time to regroup before being forced to make any big decisions. He has helped clients to determine whether or not they can afford to make a career change or start their own business. He frequently helps clients determine how much of a house they can afford instead of just looking at how much of a house they are qualified to buy. There is so much more to financial planning than just investing. No matter how much money you have today, David can help you chart your course for how you want your future to look.

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Are you an investor with money you want to invest on your own but still want professional guidance? David can help you, too. Not everybody that wants to build a house also wants to be the architect, and the same is true with investing. With financial plans available based on hourly, project, or asset-based fees – whatever goals you have that require professional advice, you deserve to have someone like David to help you to achieve them.

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