Before we even scratch the surface of these topics,
we like to get to know:
Who you are
Financial planning isn’t just about money; it’s about connecting your wealth to your values so you can lead a more fulfilling life and know that what you are doing is leading you in the right direction. We will take the time to understand what's important to you.
Where you are
We will discuss what's most important to you - your business or work, family, health and community, to name a few, to make sure we have a thorough understanding of your current situation.
Where you're going
Setting goals to determine what you want the future to look like, is the fun part. My job is to help you prioritize the goals and determine what the best strategies to achieve them are.