Sue Davies Unique Advantage video testimonial

January 05, 2023

Video Transcript

Speaker: Sue Davies, Program Manager, Booz Allen Hamilton

How was the planning experience with a Principles-Based Financial Planner different than what you had expected or experienced before?

Sue Davies: I had never really had a chance to sit down with a financial planner before, and Kyle was my very first introduction into that world, and from day one, he was there to explain everything, dumb it down to my terms, since. I had never done any of that before and make a great plan for me.

How do you believe your knowledge of the Five Principles of Personal Finance will help you in your finances going forward?

Sue Davies: I believe that the five principles of finance have already helped me so much. Um, I believe also that going forward I am planning to retire this year. And so I think they're going to really come into play for me, as far as making sure I check on those principles on a daily, weekly, monthly, yearly basis so that I keep everything in check for my finances. That's going to keep me going till the end.

What did you feel was most helpful or valuable about the planning process?

Sue Davies: As I said I was never very good at the planning process. Um I always did a 401K. And put the amount in there that I thought I should. But when it came time to really start planning for my future I was very unprepared. And the planning process that Kyle put in place for me was so valuable that I can never repay. Um I had no idea where to start, what to do or what direction to go in. And so it's been so valuable for me in the planning process and and now I can retire and have a nest egg that I'm comfortable is going to take me to the end of life.

Why do you believe others will benefit from going through the Principles-Based Planning Process?

Sue Davies: Whether you're an old pro at planning your processes and planning your principles, um, I highly recommend this process that Kyle has put in place and been teaching for many years. It's been a huge winner for me, and I'm sure it will be for you. Whether you're used to having a planning process, a financial planner or all of the above. These principles will help you as you go through life to be able to stop, check and make sure things are on plan.

If you read the book, Principles-Based Planning, what value did you get from reading it and why do you feel others should read it?

Sue Davies: it will be very valuable to you and to me. And I would suggest that everybody go out and get it and read it and put it in process for yourself.

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