Brand Discovery - Dan Cuprill

Signature Story - Nikki earlEy

real estate agent. And when the real estate market crashed, we ended up having to file bankruptcy. It was one of the biggest and most traumatic challenges in my life. Today, I’m very proud that I was able to return my family to financial security and provide for their needs. It proved to me that no matter what your situation, you can achieve financial security. That’s why I love what I do today: helping clients achieve security through understanding and sound financial planning. I went on to become a Certified Financial Planner and Director of Financial Planning with M&C, I learned that financial security is not about how much money you have, but about how you think about the money you do have. My mother’s example and my experience with bankruptcy were powerful influences on me. It is incredible how our experiences growing up influence our beliefs, our decisions, and ultimately our future. This is why I am 100% dedicated to the planning PLUS coaching process we have at M&C. I can show my clients charts and graphs and numbers all day long, but it will never stop their worrying or remove their fears unless I understand what motivates those fears and worries in the first place. Our clients at M&C are not looking for a jackpot in the stock market, or ways to game the system. We don’t believe in that. We form a coaching relationship with each of our clients that quells their anxiety and gives them security for their future. I work closely with my clients to co-design a plan with them, course correcting beliefs and behaviors over time so decisions aren’t made based on emotions or speculation, but on sound principles based on their true needs and wants. We’re not the right firm for everyone, but for those who are open to being coached and who are willing to invest 100% with us, we’re also invest ourselves fully in them.

M&C Brand Summary Report 10