Given the emotion that often surrounds financial decision-making, it helps to gain perspective, and to have an objective advisor on your side. Randy's objectivity is essential to the process. In listening to your stated goals and desires, and in setting forth a strategy to accomplish those goals, there is no better "third party" to keep you on track. And over time, there is no better individual to ask the hard questions about when and where there is a discrepancy between your stated objectives, and the actions you have been or are considering taking.
The ability to pull back and to see the larger framework is vital to the process of achieving one's goals. Randy's perspective is quite simple: stand in your clients' shoes, but remain objective. Personal judgment never enters into the picture, and what Randy provides is an unemotional take and invaluable insight into the direction his clients are heading. It's the kind of perspective that comes with an established relationship founded upon trust, and out of a tremendous respect for his clients. It's a perspective that helps keep Randy's clients on track, and their needs always at the fore.