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Financial Planning and Investments. Book a complimentary consultation with a CERTIFIED FINANCIAL PLANNER® professional: https://cameron-downing.as.me/intro
05/01/2026
Our May Newsletter is live! What's inside? 👇
✅CameronDowning and Dr. Paul George take on Coconut Grove
✅CameronDowning Team Spotlight: Jose Diego Gonzalez, CFP®, CIMA®, CCFC
✅The Cameron Clan: At Tree Tops Park
✅Market and Economic Update: where things stand in May 2026
---> https://lnkd.in/dw3vzzcN
😳"Jon, I'm scared..."
🧐"What are you concerned about, Joe?"
📺"I've been watching CNBC and they say that ..."
😒
My biggest competition is not, and never has been, other financial planners.
💪I'm actually a big proponent of vastly increasing the number of CFP® professionals who can provide sound, personal financial advice
📊📑And can help you create a financial plan for your life.
🤝We need more human advisors.
🤖I say this even as, and especially because, A.I. continues to proliferate.
(Hint: think A.I.-powered human advisors as the future)
🥸No, my biggest 𝘤𝘰𝘮𝘱𝘦𝘵𝘪𝘵𝘪𝘰𝘯 is personalities on CNBC who are over-confident on where the market is headed and what you should do about it.
🤹It's often entertaining, but lacking in real world application as you plan for your future retirement.
Don't take advice from CNBC's talking heads.
Work with an experienced, competent CFP® who knows you and your family's needs as well as their own.
02/10/2026
‼️Spoiler Alert.‼️This is my sales process when I meet with a potential client for the first time.
After a brief, introductory exchange of 60-90 seconds, I ask,
“How can we help?”
Then I remain silent.
There is an elegant simplicity to knowing when to shut up.
You might talk about a specific life event, a financial goal, or a money concern.
Maybe you’ve managed your money on your own, but you’ve come to the end of your knowledge, or you don’t have the time you once did.
I affirm everything.
Then ask, “What else?”
I keep asking that last question until you can’t think of anything more to say.
Then I repeat back everything you’ve just told me,
“So, if I’m understanding correctly, your primary goals/concerns are … XYZ, ABC, 123.”
“Did I get that right?”
Once I’ve made absolutely certain that I’ve not only given you a voice to express your primary objectives and concerns
But that I’ve also, in a way, helped you to articulate the feelings behind what you’ve verbalized
Only then do I talk a little about how my firm’s service offerings could intersect with what you’re looking to accomplish
(or how it doesn’t, and who might be a better fit).
I try to keep this part concise in our first meeting.
But - nothing happens if I'm not disciplined enough to remain silent and listen.
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Address
101 NW 8th Street , Suite 200
Miami, FL
33136
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
