Financial Beliefs & Values
I base my business on the following principles. If they resonate with you, then we have a good foundation for working together.
I believe you can understand finance
Yes, the world of money can be confusing but you can understand it and you can make informed choices. You only need someone to evaluate and clearly explain what your choices are.
I believe objective advice is best
Insurance companies, brokerage firms and banks pay their agents to sell you insurance policies, stock and bonds, and bank products. At Reed Financial Planning only you pay me and I work only for you. I always give you unbiased advice, never a sales pitch.
Personal finance is more than stockpiling money
Money can help you attain your objectives. The critical question is what are your objectives? Where do you want to go? Without your goals, there is no foundation on which to build your financial plan.
