Our experience with Gary has been extremely positive! The only regret we have is not doing it sooner! What we enjoyed most is his genuine interest in getting to know each of us on a personal level, our values, our background knowledge of finance and our future goals. Once this was established, he was able to break down our financial planning into manageable chunks and gently remove any barriers that would prevent us from moving forward. He took his time to carefully explain and simplify each individual task so it made sense for both my spouse and I. Regular check-in's and reminders are something we need and he seems to have an intuitive sense of when to reach out. As a result, we have become laser-focused on developing strategies to maximize our hard-earned money. Gary's patient, personal and upbeat nature is one of a kind and has provided my partner and I with a feeling of financial knowledge, safety and satisfaction that we are on the right track.
