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Financial Planning - Curt Hillier: “The turtle always wins the race”

image When I sat down with Curt Hillier, I was overcome by a sense of complete genuineness. So calming and oozing trustworthiness, I immediately felt like I wanted to reveal my deepest darkest secrets to him. Many of you might not be familiar with Curt, but that’s not because he isn’t around the school much. Au contraire; he is the epitome of commitment. He just normally works out mid-day when the school is calm and quiet. Curty is another one of the school’s financial advisors, although his approach is much different than Patrick Whibley’s shark-like pursuit. “The turtle always wins the race,” said Curt, who works for Raymond James Ltd. Curt explained that he takes a holistic approach to financial planning. “I think it’s important to look at the whole person: where they are in life, their goals, their retirement plans. Everyone needs a plan,” he said. “And people have to modify their expectations to something more realistic, and then be disciplined about it. Sometimes the biggest role I play is protecting people from themselves,” he added. “The most important thing is just to get going [on your plan],” Curt urges. “You can start out with as little as $50 a month. It’s still satisfying seeing your statement increase every quarter. Just keep it simple and straightforward,” he said. One of the keys to success for Curt is to take emotion out of the financial game. “Money is emotional and makes you do things you wouldn’t normally do, so you have to keep clients focused on the big picture, on the long-term plan,” he said. This slow and steady approach is the perfect balance for the ever-passionate Patterson, who might otherwise be inclined to let emotion dictate his decisions. Patty has been a client of Curt’s since early 2008, but it’s a two-way street. “It’s been great for me,” said Curt about Patty’s one-on-one CrossFit coaching. Curt says he loves CrossFit because it’s relatively simple in terms of its theory. “At the end of the day, it works. No one is going to go through that kind of pain and suffering if he isn’t going to see results,” he said. “And I love the community and how everyone cheers each other on. Patty has been so good at creating that vibe.” The close-knit community is exactly the reason Curt thinks CrossFit is so successful as a product. Quite simply, it isn’t for everyone. “If even more people were drawn to it, it wouldn’t be as good. It attracts people from every walk of life, but personality wise, it attracts a certain type of person. And in the end, the people who stick around are the ones you want to hang out with,” said Curt. Talk to him for a couple minutes and you’ll discover that Curt is definitely one of these people. Contact Curt for financial expertise: