We help you to achieve peace of mind, financial security, and financial independence by wearing three hats:

 

The Third Hat: Financial Advisor

    Believe it or not, this is our least important hat. To you as a client, financial advice is anything to do with discussing, arranging, implementing, changing, or advising on any form of financial product or investment. Financial advising happens once financial planning is completed.

 

The Second Hat: Financial Planner

    Your financial planner’s job is to understand the numbers: identifying your current net worth and the assets you have, and determining your liquid and non-liquid assets. Financial planning is about expenditures, and is an ongoing service. In a way, we become your GPS by keeping you headed in the right direction throughout life.

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The First Hat: Life Planner

    The most consequential hat we wear is that of a life planner. The life planner’s job is to find out where you are right now in your lives, and how you got there—what’s your story? When we understand your past and present, we can help you identify where you want to be in the future—what do you want your future story to be? Specifically, it’s about identifying the sort of lifestyle you have now and the sort of lifestyle you want to enjoy going forward. Money is important to that discussion, but it’s just one part of it.

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Get Your Best Life Possible with the Money You Have!​​

 

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