John's approach to financial planning is intelligent, pragmatic and effective.
He set up a plan that has helped us achieve financial independence.
Regular meetings ensure that his financial life plans are still achievable and on track.
He can help plan and provide financial direction for inexperienced entrepreneurs.
He understands how financial planning can help protect one's family.
His passion and enthusiasm for financial planning and most of all, looking after the best interests of his clients, is infectious.
John is passionate about the financial planning profession, and always willing to put up his hand to give back.
John and his firm have provided excellent advice in planning for our family's financial future.
The plan was well founded and has provided him a sound map to follow for his financial future.
John formulates a detailed financial plan which makes his financial and life decisions simple and logical.
He also went over financial strategies for people in-between jobs and for planning for the future.
His work is often with non-profits - he has been able to help him come up with a plan to make financial sense.
His financial situation has improved and all the future plans are in place just because of him.
He wanted to understand how the plans worked and the financial impacts of each.
John's financial planning capability is a truly remarkable piece of work.
He provided invaluable insights, planning and leadership to help deliver both financial and organizational success.
John conducted a financial audit and created a plan to restructure our financial model.
Specifically, how it fit into his overall financial plan allowed for a very favorable outcome.
John is extremely knowledgeable in the financial industry and can help others, as he's helped us, plan for the future, financially.
He even follows up with an implementation plan to keep you on track.
John helped him in focussing about the possibilities and options with short and medium term financial plans.
We came to rely on his knowledge and advice when making financial planning decisions.
His arithmetic capabilities, financial planning and execution of things are unquestionable.
His knowledge of insurance and financial planning is second to none.
He provides the company with financial records to keep the company on track for planning and future growth.