The idea of talking with a financial advisor makes many people feel the same way they feel about a trip to the dentist: not thrilled. After all, financial planning requires that we think through and talk about how to deal with scary or unpleasant circumstances.
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But good financial planning isn’t just about downside protection. It’s also about planning so people can do the exciting and meaningful things that make life wonderful.
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Ahh, spring is here: the trees, the flowers. The barbeque is cleaned and ready to go!  And if you live in the McCann house, diapers, lots of diapers… but at least we can open the windows now.

This spring marks the fourth year that I’ve been working as a financial advisor.  During that time, I’ve stumbled across several conversations that I’ve mentally titled “Why Hire an Advisor?”  

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.