To my valued clients
The time has come for me to explore my next chapter. It has been a bitter-sweet decision to retire from financial planning because I’ve really enjoyed working with you and found the job rewarding. I will miss the stimulation of the work, and the relationships built over the years. Alas, it is time to move on and spend more time biking, traveling and seeking a meaningful service project.
For the past year, I have been mentoring a successor to pick up where I leave off, as seamlessly as possible. His name is Jesse Dysart and he is fully licensed and qualified to provide investment advice and other financial planning topics. His business model is identical to mine: compensated by the hour, no sales, no hidden fees. His approach to investing is also very similar: construct a simplified portfolio that is broadly diversified, low cost and easy to understand. He has my full support. Feel free to reach out to Jesse: