Dear Sir,

Let me help you with financial strategies to serve your important financial planning needs to balance the financial aspect of your life.

Tell me what do you think of your financial advisor. I am not your investment advisor but a holistic financial advisor who also works with investment analyst/advisors and other specialists.

What makes you rate your financial advisor a 10? I will observe the values you value most from a financial advisor to be part of my service.

What do you expect the financial advisor will do for you? I will help you plan your savings, asset protection, retirement plans, tax diversification strategies, asset allocation, long term care,wealth transfer and other important financial plans.

Should your financial advisor advise you to lease or buy your car? I will coordinate all your finance related decisions to ensure your interests are served and you do not incur a lost opportunity cost.

You may ask me anything that relates to finances and I will coordinate them for you. I will be there to help you do the leg work for all your finance related decisions.

I am your holistic financial coach or advisor coordinating all other life and finance coaches.

I am your finance advisor coordinating all strategic financial plans and life plans. And the first step is establish your wealth accumulation account or savings account. When your savings habit becomes automatic in a separate savings account, you can spend guilt free knowing that you are savings each month. Forcing saving in early years of your life beats rate of return. I am your coach and will ensure that you are ready for any threats to the future: unnecessary spending, lack of discipline to save for future needs, lack of protection and other financial planning threats.

If you seek financial information, who do you go to? Seek a financial advisor who can help you lower your taxes, a portfolio you can touch (liquid) or use when a need arise and ensures that you are not in red with risk protection in terms of asset allocation and income taxes.

I enhanced my practice and I wanted to accomplish the following for my clients by asking the following questions:

1. Do you have a personal umbrella insurance/policy?
2. Do we have your investments?
3. Do you have an assessment of your Human Life Value, HLV?
4. Do you have a will and living trust?
5. Would you join me to a 90-day client appreciation day?

I will ensure the holistic coordination of all your finance related needs and be your personal finance concierge.  I will ensure that I can serve you and review your finances every 90 days.

Hoping to serve you based on your level of expectations for a holistic financial advisor ensuring your asset protection and wealth accumulation/transfer goes well based on your lifetime goals.

I have been serving doctors, family oriented savers, business owners and professionals in the bay area. And my goal is to ensure that you have a good experience working with me as your financial advisor so that you can refer me to others.

Sincerely,

Connie Dello Buono

CA Life 0G60621

408-854-1883
motherhealth@gmail.com
San Jose. San Ramon. San Mateo