You are our client and not your money.
Your wealth is about more than just numbers on a balance sheet or it’s ROI.
This is accomplished by putting your life at the center of this conversation and assessing your ROL.
You will be answering some questions you may not have been asked before and we’re going to also demonstrate to you why it’s important to your financial future to think through these things. You will be asked to assess 10 aspects of your life that relate to whether you are making progress in these
areas.
Past
Understanding Perspective?
How did I arrive at my perspectives on money?
Present
Making Progress
Am I managing my money in a way that is improving my life?
Future
Being Prepared
Am I financially prepared for life's big transitions?