Life planning is the process of determining what you really want in life before developing a financial strategy to help you pursue it. This includes clarifying your values, prioritizing what's important, defining your ideal life, calculating what it will cost and setting achievable goals to get there. A well defined life plan is the "perspective drawing" of your ideal life, and a guide for all of your financial planning decisions - now and forever.
Financial planning is the process of developing a strategy to help you pursue your ideal life plan. This includes benchmarking your current financial reality, organizing your financial documents, identifying gaps, risks and opportunities, analyzing potential solutions and creating a high probability action strategy. Your financial plan is the "blueprint" for building the financial structure to support your ideal life.
Wealth management is the process of effectively implementing your financial plan. Wealth management helps keep you, your resources and your advisors all on course; in a continual team-based effort to support your goals and dreams. Delegating your wealth management to us means having more time for what's really important in your life. We can help you get there...