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Why is the blog call "Same Side Of The Table" Thumbnail

Why is the blog call "Same Side Of The Table"

For years I have been following Mark Suster's blog "Both Sides of the Table" and thought my blog will be called "Same Side of the Table".

"Both Sides of the Table" is the perspectives of a 2x entrepreneur turned VC at UpFront Ventures, the largest and most active early-stage fund in Southern California.   As being both an entrepreneur and venture capitalist Suster has sat on both sides of the table.

The meaning of the name "Same Side of the Table" is as a fiduciary I sit on the same side of the table with my clients. 

As a Certified Financial Planning professional I am a fiduciary and as a member of the XY Planning Network I have signed the fiduciary oath:


Fiduciary Oath

Putting Your Interests First


I believe in placing your best interests first.  Therefore, I am proud to commit to the following five fiduciary prinicples:

I will always put your best interests first.

I will act with prudence; that is with the skill, care, diligence and good judgement of a professional.

I will not mislead you and I will provide conspicuous, full and fair disclosure of all important facts.

I will avoid conflicts of interest.

I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.