When we meet you, WE WANT TO MEET YOU; NOT YOUR BANK ACCOUNT.
Are we a good fit for you? Our first meeting is your opportunity to tell us about you, your money history, and what you want for your future; your story. It’s a lot to talk about in a first meeting. We don’t need any financial information until you feel comfortable and ready to share.
This is where we take a look at what you’re working with. We’ll go over your financial information, and get a picture of where you are right now. Data gathering is about teamwork, focus, and building momentum.
This is where we understand how your past, present, and desired future fit into your story. We’ll draft a financial life plan based on the goals that matter most to you.
This is where we activate your plan. You’ll see your goal-setting and planning pay off—emotionally and financially.
You’ve done the work; you’ve dug deep, shared your money history and planned for your future. Monitoring your progress every step of the way is so vital to keeping your short-term actions aimed at achieving your long-term dreams.
We live in a world where toughness counts. Maybe it's a distant cousin to the "stiff upper lip" of our British colonizers, or maybe it's the result of our immigrant roots where resilience and strength meant survival.…
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What’s Financial Life Planning?
Financial Life Planning is about knowing—and planning for—your
version of your best life.
It’s understanding your money mindset. It’s learning what you
value most in life. It’s planning for—and realizing—the rich life you
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