For Theme Park Employees
Orlando's Wonderful Creative Community
Central Florida is not only the home of some world famous attractions, it is also the home of one of the most creative and artistic communities in the world and we are proud to speak their language. The artistic people who design, manage, and supply our theme parks with best in the world imagination and guest services live here. I'm an author, musician and former performer, so its important to me that our firm has a presence in the creative community.
Ten years ago I wrote a best selling book about artistic people and money and I got to travel to some of the most artistic communities in America to discuss money and the role it plays in the Creative Process. I'm proud to have remained friends with many of the artists I interviewed and I designed my firm, Latitudes Financial Strategies, to be a friend to people who are normally not comfortable in a financial planner's office.
We get you! And... we like you!
Our process begins by understanding that we can't begin to talk about money until we know how much you understand about finances and investing and then to tailor our financial discussions to a level that makes you comfortable. We don't feel the need to try to impress you with our investment lingo or complicated strategies. We are approachable, intuitive and even... well: funny (I've graduated from Orlando's SAK University Improv School).
We have made sure that we have a good working knowledge of the benefits programs at all the major Orlando employers, including 401(k) and Stock Option programs and we are always willing to ask questions to learn more about changes that are made in those programs, especially after corporate changes and take overs. Our network of theme park friends and professional groups keeps us up to date on what's going on at the park. Our practice wouldn't be what it is without our ability to be of service to our tourist community and we are proud to be a member of the Orlando creative community.
If you are looking for a financial planner who seeks to first understand you, please give us a call!