Modern Woodman of America
Managing Partner / IAR
Who is your ideal client?
Small business owners with less than 6 employees
What is something people THINK they know about your job?
Many people believe planning is only for the wealthy or that they can't afford it right now. The reality is most people can't afford to wait!
Name one thing you WISH people knew about your job?
It doesn't take much to start. Many times it's making shifts to what you're currently doing to get you closer to your goals.
Tell us a secret about your job.
Just like each person and business is unique, so are the plans we put in place to help get people to their goals. As life changes, so do those goals and needs, and we can adjust the plan to meet those.
What is the ONE book that you think I should read RIGHT NOW?
The Richest Man in Babylon by George S. Clason
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