We’ve had some incredible people walk through our doors. So we need to be incredible at what we do. We’re fee-only financial life advisors. We want to know what you value in your everyday life so that we can guide you in your financial life. How do you want your story to go? PLAN WITH CREDIBLE GUIDANCE. LIVE INCREDIBLY WELL.
Sitting before me is a couple in their late 50’s. They were referred by a friend who told me that they had some financial troubles and could really use a professional’s ear. They are in a financial mess. Their work situation is unstable and they…
Appreciate where you are; value where you’ve been.
–Michael Kay, CFP®
Hiring an Advisor
You are ready for help with your financial life. You’ve maybe even done a little research, searched the web or asked your family and friends for referrals.
While that’s a good start, you don’t want to stop there.