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Comprehensive Personal and Business Planning

What's important to you?

What are your short term goals in the next five years? What are your mid-term goals in the next five to ten years after that? What are your long term goals in the ten to fifteen years after that?

What does "retire confidently" mean to you? What type of legacy funding would you want to leave after you're gone?

When it comes to your business...

What does transition look like? What time frame would you want to exit your business?

When was the last time you thought about any of those questions?

These are challenging questions. These are questions that keep people up at night.

When was the last time you thought about any of those questions?

Not only answer them, but feel confident in the answer to them. confident that you have an answer. An answer that lets you sleep easy.

The work we do starts with learning about you, your goals, your aspirations, and putting them into a comprehensive financial plan to help guide you to your goals. We make strategy reccomendations based on you, your risk tolerance, the proper products that work for you, all of which are pieces of the plan to help you achieve your financial goals.

Our work puts a focus in three key overarching principle intentions that guide our reccomendations to your goals.

  1. Financial Independence - The objective of retaining suffieicent resources to help protect your financial security and maintain your desired
  2. Family Legacy - An objective to transfer what you have, to whom you want, when you want, the way you want.
  3. Social Capital Legacy - Direct your social capital in a manner consistent with your personal values.

Our Intentional Process assists us in empowering you to pursue your goals.

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