A plan is of no value unless it is based upon an understanding of your unique circumstances.
That’s why we believe that the most important part of planning is taking the time to listen.
It all starts with a conversation. A conversation in which we take the time to understand the things that influence your decisions regarding money, assess your feelings regarding risk, identify and prioritize your financial goals, and evaluate the current state of your finances.
This conversation is the groundwork for the course we begin to chart together.