We have to learn where you currently are before we can determine the steps to get where you want to go.

Life will come at you from every angle. We have to make sure you have a defense in place to protect what you care about.

Defense comes first. However, once you are fully protected, it’s time to talk about how to score and win.

It’s important that once the initial plan is in place, that we keep meeting, analyzing, communicating because your life will change over time and your financial strategies will have to change along with it.