FINANCIAL INDEPENDENCE IS A DESTINATION

BIG  JOURNEYS  BEGIN  WITH  SMALL  STEPS

Financial planning is the link between the financial resources you have and the life you want to lead. By taking an integrated approach which incorporates a review of assets, liabilities, insurance, cash flow and taxes, we raise your awareness of your current financial position and help you plan for the future by helping you relate your money to your quality of life.

Commitment

Your commitment to the integrated financial planning and investment consulting process compels you to be willing to make changes to work towards achieving your goals. Promptly provide us with the information and supporting documentation we request at the first meeting.

Engagement

Engage in the process by keeping scheduled appointments and being prepared for our meetings. Inform us when you experience a change in your circumstances that will have a bearing on your financial plan. Meet with us face-to-face annually.

Integration

The integrated financial planning and investment consulting process is designed to help you clarify your financial goals and vision for your future. Your participation allows us to understand your views and values concerning money and provides us with a deeper understanding of your financial situation. This helps you discover how others may be affected by your financial decisions.