- Lifestyle financial planning - helping clients live their best story.
Hi, I'm Dave.
To me life is a wonderful adventure and journey to share and enjoy with the people around me. I have been blessed with a truly special family and a career that enables me to help and guide the families I work with to achieve their goals and dreams.
Life happens once, time rushes by and sometimes it just makes sense in our busy world to get some solid, dependable and trustworthy help and guidance along the way.
Helping my clients achieve clarity and peace of mind and seeing the amazing difference it makes in their lives is priceless.
If this resonates with you, it would be great to meet and work with you.
My Three Golden Rules
- Treasure your relationships.
- Respect everyone - we are all different and special in our own way.
- Enjoy every moment for what it is, you'll never get it back.
Neither Lifetime nor I have been subject to a reliability event. A reliability event is something that might influence you in deciding whether to seek advice from either myself or Lifetime. As an example, this would be a serious event such as legal proceedings against me, or bankruptcy in the last four years.