Born and raised as the son of a teacher, Greg has a special appreciation for educating. As a financial advisor, Greg's approach is not just to educate, but also to simplify the world of investments and personal finances.
Greg is not obligated or under pressure to meet sales goals, recommend specific proprietary products, or sell specific investments. Being an independent advisor allows him to align his investment recommendation with his the goals of his clients.
Greg's tools and process
THE CERTAINTY OF UNCERTAINTY
Uncertainty and stress of any kind introduce emotion. Mitigating these feelings often results in better decision making and more peace of mind.
HELPING YOU MAKE DECISIONS
Greg teaches the four "Rs" for rational decision making. Recognize, Reflect, Reframe and Respond.
THE SMART MONEY PHILOSOPY
A technique that recognizes that while the future can't be predicted, steps can be taken to address uncertainty.
THE ALIGNMENT MODEL
An understanding of the real self and the ideal self allows us to better align the two for more precise goal setting.
One of the limitations of using tested investment theory to provide people with rational financial advice is that people aren't necessarily all that rational.
Investors tend to get worried when the market is down and sell cheap at the bottom, locking in losses. On the flip side, they tend to buy in at high prices when the market is rising, so the only way to record gains is if the market keeps going up. Financial advisors often are challenged to encourage clients to follow the rational course when emotions drive them otherwise. That’s where the behavioral finance advisor (BFA) accreditation comes in.
As a holder of the Behavioral Financial Advisor (BFA) accreditation, Greg is able to help you learn how to make more rational decisions and where to seek his help in the often challenging decision making process.