What matters most in your life? What do you want to achieve for yourself? For your family? For your community?

Whether you are seeking a comfortable retirement or the freedom to pursue your personal desires, we are committed to helping you achieve financial independence on your terms. We do this through a comprehensive planning process grounded in your personal goals and objectives.

To make sure we truly understand new clients and what they want to achieve, we begin each relationship with a series of four appointments:


APPOINTMENT 2: Building the Legacy Action Plan

We begin gathering information to better understand your life goals (both short and long-term) and your overall financial situation so that we can build your customized and comprehensive Legacy Action Plan.  In addition, we discuss your current situation and portfolio and look at potential options to consider in the planning process.

Appointment 2 Preparation Document Downloads: