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Informed & Intentional Path

Following an informed and intentional path requires understanding.  Getting that understanding, delineating possibilities and evaluating options is what most of our client meetings are about.  

When it comes to technical expertise, we aim to share with clients as much or as little detail as they wish for.  We believe unanswered questions repeat themselves in our mind and prevent peace of mind.  Clear answers provide confidence.

we believe our questions matter at least as much as our answers.    

So we'll ask you lots of questions, including:

  • What does your ideal life look like? 
  • Do you know where your money goes each month? 
  • Are you confident that you and your assets are adequately and properly insured? 
  • Will you be able to retire with the lifestyle you want? 
  • What do you imagine when you picture the good that will outlive you?
  • What would you need to know today to gain peace of mind?