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.
Bob—a crusty media executive from Brooklyn—thundered into my office, slammed some papers on my desk and said, “I can’t take it anymore. I need to retire. I hate what I’m doing. Do I have enough to retire?” I slid the papers back across the desk…
Appreciate where you are; value where you’ve been.
–Michael Kay, CPA, 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.