What Bruce does:

• Asks for and absorbs information about your financial situation.
• Stays current with the financial planning field.
• Helps you learn more about personal financial management in general.
• Helps you develop prudent financial habits.
• Offers specific recommendations with enough background information so that you can make informed decisions.
• Helps you implement and monitor planning decisions.
• Provides reality checks about your financial habits.
• Helps you sort through important value decisions.
• Shows you how to align financial habits with personal values.

What Bruce doesn’t do:

• Predict the future.
• Guarantee performance.
• Protect you from the consequences of destructive financial habits that you do not address yourself.
• Go beyond the role of advisor into the role of therapist.
• Magically get you as much money as you would like to have.
• Earn higher than average returns year after year.

Imagine the comfort of knowing…

• Where you want to go and how to get there
• You’re on the right track with your money today and tomorrow
• Someone you trust is taking care of all the details
• You have confidence to meet any critical financial event that comes your way
• You don’t have to know anything except that it’s in good hands