April 2010 Quarterly Letter

Dear Clients and Friends,

Welcome to the inaugural Quarterly Letter for Bootstrap Capital! I’d like to start by thanking those loyal friends and clients that have chosen to join me as I launch this enterprise. As most of you know, I became an advisor and started Bootstrap Capital because I am committed to helping people grow their wealth over time. I am honored by your trust and support; and I am excited that you have chosen to join me.

The financial services industry has a vested interest in making financial planning seem incredibly complicated. Don’t get me wrong – it can quickly become complicated. But I firmly believe that Financial Planning can and should start with very simple, basic concepts that are easy to understand. Hopefully by creating a simple foundation, we will limit complexity as much as possible. At the end of the day, the best plan is one that a client can understand and feel comfortable with.

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