Want a better life and the ability to enjoy the important things?

The analogies between what I do and what my physical therapist did for me are crazy.

After 20 years in the Marines I have had 2 back surgeries. I was in chronic pain, acute pain, lie on the ground for days pain.

I tried to work it out myself, saw an off the shelf PT, and finally went to see Dan.

Chronic pain and not having a #financialplan are the same. An underlying unease, a sense that something major can go wrong at any time, and every now and then, debilitating pain.

Worst of all, it sucks the joy out of almost everything. When you don’t know if you can bend over to tie your shoes, and the one time a day your 5 year old daughter (now 10) wants a hug is when you get to carry her to bed, the lack of confidence (and fear of yelping like a whipped dog) rob you of that peace of mind.

Just like doing PT from the internet, or getting a strip mall #financialadvisor, basic PT or financial advice might be ok to help you along, but you don’t know what you don’t know.

When I finally got a diagnosis from a professional (I told my physical therapist what I thought was wrong, he watched what I was doing…chuckled, and set me on the right path) I realized that what I thought I knew, and the actual truth were two different things.

Once he diagnosed me and gave me a treatment plan, the chronic pain is gone, and most importantly, I don’t have the worry I had, and I have confidence that I can actually go on living a normal life.

To bring the analogy full circle, and this happens often in my #financialplanning practice….I actually had to do what was recommended.

For a while I took the information, tried to do it on my own, modify it, and I got the results I had always had. When I did what Dan told me to do, things got better. Now I can enjoy the things that matter.

The same thing happens in my practice. Potential clients often have a junk drawer of investments, follow some internet advice, or have their banker run their accounts. Once I diagnose their financial plan (or all too often, create one) and go through some treatment recommendations, the truth of investing comes out.

I believe this is what my clients want and deserve. Nothing complicated, nothing fancy. People just want a better life. I don’t know if Dan knows the impact he has on people, and a lot of times I have imposters syndrome and sell myself short in my own head. But when a client calls me and thanks me because they got to enjoy something that has nothing to do with money, it is a good reminder to keep on keepin’ on helping people.