We are living in unprecented times of massive historic changes that are unfolding and are likely to continue to unfold at a very intense level for the next 50 years or longer. These changes include but are in no way limited to volatile financial and weather events. We will also probably experience unprecedented changes at every level of society that will create huge opportunities for those who are fully prepared and engaged in creating goods and services that are for the highest and best good of all. Are you ready?
My mission is to help you gain clarity about choices for your major financial challenges. I do this through a dialog with you, whether you are an individual, a business owner, a professional or non profit organization director. Too often, we get focused on details, and then only later realize that we have not asked the right questions, may not feel fulfilled and are not living abundantly or in balance with the rest of our life. Thus as the saying goes, “Don’t lose the forest for the trees.” You may get so focused on the trees, only to find out later you were in the wrong forest! Thus my service is intended to supplement the important work done by traditional Certified Financial Planners (CFP’s), CPA’s, attorneys, insurance agents and investment advisors. All personal information that you share with me is 100% confidential. In the event you wish for me to work along with one of your advisors, I will do so with your written permission, although the need to do this does not frequently arise.
See the About Me tab for more info on my diverse training, education and experience.
My fee is $175/hr., or $45 per quarter hr., with a sliding scale for those with gross incomes below $100,000; if you have questions about my service, or wish to schedule time to talk, contact Donald Simon in Marietta, Ga. here. FIRST 15 MINUTES ARE FREE. I don’t accept everyone as a client, so don’t be surprised if I tell you that what you need is not a likely match for the service I provide; in that case I will likely get you pointed in the right direction.