“As a senior executive of a large corporation, I don’t have time to get too elaborate when investing my money. I wanted something cheap, with a reasonable return and protection on the downside.
When I talked to JF, I didn’t think I needed a financial plan but he helped me see the importance of a bigger vision. It left us free to focus on a simple and tax-efficient portfolio.
Today, I feel more in charge and able to make decisions quickly. These are the things I value and am willing to pay for.”
– Paul, CFO, 54