The philosophy of Virtues-Based Financial Planning is analogous to embarking on a sailing voyage. A person cannot successfully maneuver a vessel across the ocean without adequate thought, training, preparation and experience. All of the desire in the world would be worthless if an individual took on the daunting task of sailing across the ocean without the assistance and guidance of a qualified seaman.
Likewise, simply setting a course and gaining sailing skills are not all that a voyage requires. Determining a route and a destination is as vital to the trip as setting sail. In sailing, the direction of the wind does not matter. A person can sail East or West with the very same head wind, but having a professional captain is essential to the success of the journey.
Likewise, simply setting a course and gaining sailing skills are not all that a voyage requires. Determining a route and a destination is as vital to the trip as setting sail. In sailing, the direction of the wind does not matter. A person can sail East or West with the very same head wind, but having a professional captain is essential to the success of the journey.
Services
Patrick Von Dohlen, a registered investment adviser and a graduate of Texas A&M University, uses his expertise in account management, leadership, strategic planning, agricultural economics, and insurance as President of The Von Dohlen Knuffke Financial Group to help clients organize, eliminate inefficiencies, and deploy their assets for the best utilization, protection and growth of their assets.
We are seeking only those clients who will benefit the most from our concierge financial services. Could that be you?. Disclosure: This site is published for United States residents only. Advisors may only conduct business with residents of the states and jurisdictions in which individual advisors are properly registered.
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