Services - Areas of Specialization

The other side of financial planning is behavioral and emotional. Traditional principles assume that an investor will make rational decisions without bias. Unfortunately this is not always the case. Data shows that over time investments work better than investors. This is true because emotions such as fear and exuberance influence decision making. A big part of my value is helping my clients make rational decisions in the presence of competing and challenging emotions. This is why I include behavioral financial services in my balance process.