On aligning your money with your ideal life…
We all need helps with every side of money: emotional, mental, relational, and technical. We need outside perspective to align our time, money, energy, and skills with our values, intentions, and goals.
That may start off with either Financial Planning, Counseling, or Coaching; but it ends up as Financial Doing.
Knowledge is not power, it is only one of the ingredients. It must be applied to have any real value. Wise action towards your better life is real power.
Daniel L. Bishop
My name is Daniel, I am a father, husband, son… and a Real Financial Advisor.
I created Black Swan to help people make well informed, wise life decisions with their money. Because, it is not just about the numbers – it’s about your life flourishing; your values, your happiness, your loved ones, and your meaningful purpose.
I partner with my clients to help them create their ideal financial life plan. Together, we get organized, get clarity, gain confidence. I won’t judge you for the past, we all get busy and sometimes life just happens. When life gets complicated, you need a partner that wants the best for you. I want a meaningful, secure, happy and free future for you, and your family. If we are a good fit, I will work hard to see that happen.
I know it sounds a little overwhelming. Look, I don’t know everything about money either. No one does. I have over a dozen advisors, planners, and subject matter experts that I look to for advice, education, and collaboration! But together, we can find the best path for you to get to your ideal outcome.
You are busy with your blessed life… let us do some of the work and worry for you.
- Advice-Only, CFP® professional
- Family Office Coordinator
- CePA® Certified Business Exit Planner
- Business Value & Growth Consultant
- Education Planning From Cradle To Career
We love water. Even, though we have a small lake on our back door, we usually end up near (or in) the water.
Above: Some pictures at the big red barn.
Left: My wife Angela loves lighthouses, the color blue, and dolphins (not pictured, this is Lake Superior! 🙂
Below: Warren is showing G-ma how big of a splash he make with a rock.