Marking your starting point

Have you ever been lost, but felt comfort in the belief that wherever you are, you are making great time?  Of course, we laugh at this popular joke, but it’s critical when formulating your financial roadmap that we take stock of your progress so far so that we understand our starting point, and the influences that have brought you this far.

So, you can expect that we will take the conversation beyond your current savings and investments, financial obligations and liabilities.  We want to know what you feel has worked for you in the past (or not!), your attitudes toward money, and how your family history may be shaping those attitudes.

The lens through which you look at money can be a more powerful predictor of financial success than the size of your investment portfolio.  And having an understanding of your “prescription” is instrumental to our ability to offer insights toward a plan that will work for you.

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