Listening to your financial goals regarding current and future lifestyle, retirement, health, legacy wishes, and overall values, priorities, and visions.
Making specific recommendations in areas impacting your financial plan including (but not limited to) savings, investments, insurance, estate planning, and health insurance.
Listening to your responses to our recommendations and then modifying our recommendations to tailor the plan to your ultimate goals and comfort levels.
Working closely with you and providing accountability checks as well as assistance in the implementation of the agreed upon recommendations and goals.