Rattiner's Secrets of Financial Planning

Preface

We work in the greatest profession! Where else can we personally assist other individuals in helping make their lives better? Over the years, I have worked in my Denver and Scottsdale offices with many clients who were concerned, nervous, and even scared when they started out by trying to wrap their arms around their financial situations. These lifestyle possibilities, whether realistic or not, looked very overwhelming and unsettling for many. I can remember vividly clients approaching me and asking for guidance on many different fronts while not knowing where or how they should begin. Probably the most rewarding of those were concerning their game changing objectives that I witnessed and sometimes contributed towards. Many of these clients were starting out at a young age when I met them. I was fortunate in helping them set up a game plan from the time they were married, during the stage of parenthood and starting their careers, and in continuing to expand their lifelong horizons along the way through a multitude of life changing experiences.

As the years went by, while continuing to work on those lasting relationships, I genuinely felt a part of the family, by being included as a close participant all the while enjoying and reflecting with them on their many personal achievements, such as attending their children's college graduations, commemorating family births, recognizing promotions, and celebrating other family milestones.

Having clients personally thanking me ...