His profession began in 1995 when he worked as a life insurance agent for 2 years and at a bank for 2 years before founding Atlantis Financial Inc. During these years he developed his three-stage interactive approach to financial planning: life planning, financial planning, followed by financial planning advice on taxes, investments and insurance.
In his experience, an interactive, collaborative approach is far more effective than gathering your information, going out, preparing your plan, after which presenting the plan to you. Chances are, it is not your plan because you were not there when it was created, and you will not absorb much.
When Norman shouldn’t be working, he plays table tennis, sails or skis, goes to Miami or travels together with his children. A light brain injury prevents his wife from traveling.
If you prefer to to experience financial planning, be happy to schedule a free Zoom meeting where Norman will learn more about you and your goals. After about an hour, you’ll each know whether Norman’s approach is true for you.
| Services | • Financial planning • Investment planning and implementation • Insurance planning and implementation |
| Specializations | • Estate planning • Comprehensive financial planning • Investment management |
| Payment model | • Fees paid by clients based on assets managed by the advisor • Fees paid by clients for advice (not asset dependent) • Commissions |
| Written and spoken languages | • English |
Why did you grow to be a planner?
Financial planning is about helping people get what they need, and I find great satisfaction in helping people once I can.
I didn’t get into financial planning instantly. My first job was land use planning. In the late ’80s, the actual estate industry wasn’t booming, so I switched to financial planning. A book I read in highschool about investing in penny stocks got me began.
How do you approach financial planning?
Behind the scenes, I’m data-driven and need to see the evidence that supports my advice.
My planning approach relies on the easy truth that nobody can deny: you simply have a limited period of time to enjoy your money. So how will you profit from it?
