About | danwithyourfinplan

I am here because

ABOUT DANIEL

I'm here as a financial planner because I truly, truly believe that if I do my job really well, I am in a position to empower my clients to lead the quality of life they think they deserve.

Beyond being able to fulfill a person's material wants, a career should also be an extension of a person's values and belief system. Towards the end of my career, I will like to have 2 groups of people saying "Thank you" to me.

My clients hopefully will say something along the lines of:

"Thank you so much Daniel. If you weren't there to guide me along, help me make better decisions, and stop me from making lousy mistakes, I don't think I will be able to

enjoy life right now,
take good care of my family right now
having the options to live the way I want to right now.

Thank you for being a good financial planner to me."

My teammates hopefully will say something like this:

"Thank you so much Daniel. Thank you for

believing in me,
for investing in me,
If not for you, I don't think I can stand where I am and be the person that I'm meant to be.

Thank you for being a good mentor to me."

I know I will have a very meaningful career when the above scenarios come true. I know I also will have done very well as a human being at the same time.

I am always very humbled to be the financial planner of choice to my clients, and to be seen as a mentor to my teammates. One day, I hope to be able to do the same for you.

About Daniel