He’s a passionate fan of the New York Giants, the New York Yankees and NCAA college basketball and football. He’s aware that a financial plan, however comprehensive, is a document subject to frequent revisions as times and circumstances change.īrian also derives comfort and joy through sports. He tirelessly investigates the nuts and bolts of each investment he recommends. He asks probing questions, often trying to dig beneath the black-and-white world of statements, tax returns, and balance sheets. He works day in and day out to monitor his performance and improve his times for completing a race.īrian, since launching his practice in 1994, has followed a similar approach with his clients. His charitable causes include Bikes for Kids CT, The American Red Cross (giving blood), Friends of the Scranton Library (Madison, CT), and picking up litter in public places, including a recent stint with Friends of the (New Haven) Green.īrian approaches his work with the same passion and discipline of the long-distance runner that he is. He lives in Madison (CT) with his partner, Cate, and two cats, Elke and Oslo. He earned his Certified Financial Planner (CFP) credential in 2011. Matthew graduated from Boston University with a BA in international relations. It is also a test of one’s endurance and resourcefulness, especially when mechanical problems bedevil a bicycle that’s more than 200 miles away from the nearest bike shop. He spends most of his free time on a bicycle, having pedaled more than 30,000 miles in the last 10 years in nine Canadian provinces and 48 U.S. How does a client want his or her story to end? How will we, working together, help attain that end? What resources will help a client’s family reach its goals? What obstacles stand in the way?Īway from the office, Matthew pretends to ski and play golf. After the clutter is mutually identified and removed, Matthew then takes on the role of an reporter drafting an outline. Through question-and-answer sessions with clients, he works to identify clutter – the assets and debts that stand in the way of the forward motion of the story. As a former newspaper reporter, Matthew Lubanko takes an editor’s approach to personal finance.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |