We do not start with investments; we begin with YOU so you can focus on what is really important. The way you think about money is greatly affected by your past experiences.
What do you want to accomplish that requires planning, money and time?
Your answers become your “Financial Vision.” Your Financial Vision document is revisited each time we meet to measure progress toward your life’s purposes. Money is not the end goal; it is simply a tool that helps you achieve your vision of a better future. As one of our client’s say, My portfolio is just a toolbox to build life experiences and meaningful memories.