My Professional Resume
Being the next generation in my family of Financial Advisors, I love what I do. I have always felt that if you do right by others, success will follow. I live by the following core values:
- Always be kind
- Treat people with respect
- Be attentive to the needs of others
- Show people I genuinely care by always putting their interests first
Years ago, a hockey game between the Boston Bruins and Edmonton Oilers had been paused for some technical issues with the stadium lights. To kill some time, the announcers started interviewing people including the Edmonton Oilers, Wayne Gretzky, undoubtedly the world’s greatest hockey player at the time. The announcer stated that Gretzky was not the biggest guy in the league, or the strongest, or the fastest or the toughest, yet he was regarded as the greatest hockey player in the world. So, how then did Gretzky explain his own genius? Gretzky simply replied: “I don’t go where the puck is; I go where the puck is going to be!”
In a simple one liner, Gretzky confirmed that his success did not come from chasing the puck. Instead, it came from staying one step ahead and by anticipating where the puck would likely go next. This is an important aspect of my practice as a Financial Advisor, to look at the future potential of an investment for my clients -- instead of focusing on past performance. I take a proactive approach to anticipate the needs of my clients -- based on goals, aspirations, and priorities.
As a professional, it is crucial I invest my time in getting to know you, understanding what's most important to, and what it is that you are working toward and why; before I invest your money. It is equally important for me to understand your comfort in taking risk when investing so that we can balance it with taking the necessary steps to reach your long-term goals.
At Wood Financial Partners we specialize in individual, comprehensive financial planning. No cookie cutters. Financial planning includes investments, life insurance strategies, retirement income planning, and succession planning. Have you reviewed yours lately?
I specialize in life insurance audits and reviews, portfolio analysis, and cost analysis associated with investments and insurance. Are you paying too much? I hope to earn the right to work with you and help you achieve your financial goals. Let's start a conversation.
Your actions in the present can significantly impact the shape of your future. Success begins with a single choice, contact me today to schedule a confidential meeting.
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