David barnett, Crc, lutcf


What do you want to accomplish individually and as a family one to five years from now? Professionally? Personally? What will your role be? 

How do you define your roles? Our roles define who we are and more importantly the activities we take to fulfill the role(s) we have defined for ourselves: spouse, parent, business owner, employer, community leader, friend – these are all roles. Have you taken the time to define yours? Here is an example: We are clear about our roles both professionally and personally for ourselves and what our role is with people we care about, our role in our community whatever we define as our community, we are clear about what we want to accomplish, what’s important about accomplishing it, when we want to accomplish it, we have a structure (plan) in place with a collaborative team in place to help guide us to accomplishing what we want.

Would it be safe to say you may have some anxiety about your current situation and the situation around all of us? Assuming this is yes...would it be safe to say this anxiety is affecting your decisions and your behavior? Is this anxiety creating uncertainty for you? On a scale of 1-10 – how would you measure your level of uncertainty when you think about your ability to accomplish the important goals and objectives for you and your family

What are the things or outcomes you would like more certainty about? What results would you like to have with these areas? What would need to happen in those areas for you to feel more certain so you can move up on that scale? How would that feel to you?

This is what we do at PK Financial Strategies, LLC … we give you more certainty about your ability to fulfill your roles of the person you want to be by helping you define this and then putting your resources into a structure that aligns your vision with your results.

There are many reasons to work with a Financial Advisor. A few include your children, your career, your hobbies, your friends, your extended family, your vacation plans, your retirement plans and, to put it more simply, your life. David helps clients achieve the outcomes most important to them by clarifying their roles, values, goals and expectations in writing, so communication is clear and a comprehensive plan can be tailored to fit their situation. With over 25+ years of financial planning experience, he is an Investment Adviser Representative with series 6, 7, 26, 63 and 66 securities licenses. David is also fully licensed in personal risk management/ insurance (life, disability, health, auto and home). David’s focus on communication and holistic planning balances security with growth and purpose to create more certainty for clients and their families. When David is not working, he enjoys spending time with his family, playing golf, swimming and going on bike rides.