This is a little tennis professional story.
My (Patrick) background was as a tennis pro and I know a lot about tennis. I’ve studied the game and have spent thousands of hours training, competing, travelling the world in pursuit of tennis knowledge.
I’m a great teacher of the game and learned the process of teaching tennis and I know it has a lot of similarities to the financial planning process.
We have to connect and I have to get to know what you are looking for and to guide you on the best way to get there. I have the knowledge and the experience to guide you well.
The process of success as a tennis pro – making you better at tennis – is very similar to succeeding with your finances. Getting to know you and what the goal is, making a plan to reach the goal, and executing.
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