Communication Preference


For many people, talking about money makes them uncomfortable. Money can bring up emotional issues. Almost everyone has made some kind of financial mistake and might be embarrassed to admit to it.


It may be helpful for you to discover your preferred style of communication. Discussions about money, finances and commitments could then be more open and less stressful.


In our first meeting we discover how you like to receive information and recommendations so our meetings are pleasant and productive.

  • "Remember your dreams and fight for them. You must know what you want from life." - Paul Coelho

  • "Failing to plan is planning to fail." - Alan Lakein Lakein

  • "Never underestimate the power of dreams and the influence of the human spirit." - Wilma Rudolph

  • "Before beginning, plan carefully." - Marcus Cicero