We understand that no two people will have the same financial goals and core values. In order to design a unique framework for making a lifetime of smart financial decisions, we set out to build a relationship with each client and tailor a comprehensive plan according to their individual needs. We are committed to helping our clients get their financial house in order, so that they may achieve financial independence. We listen to what you want to achieve and decipher the nuances of what drives your goals and objectives. We define the scope of our engagement We gather and evaluate your current circumstances and complete financial profile We collaborate with you to refine your life vision, set realistic quantifiable financial and personal goals. We collaborate with your tax, legal and other professional counsel to develop a customized comprehensive plan to meet your goals by addressing financial weaknesses and building on financial strengths. We provide you with specific recommendations, we educate you and give you the resources to help you understand the effect of each financial decision. We stress test the viability of each recommendation, discuss the pros and cons of each decision you make and how it can impact other areas of your life, so you will be better prepared to meet life’s changes and handle emergencies. We strive to give you a full understanding to make thoughtful and prudent decisions. We work with you to prioritize the recommendations and agree upon a time frame goal to implement the action plan. Our comprehensive and coordinated approach will facilitate the implementation process to fully execute the plan. When changes occur throughout the different stages of your life, we will meet periodically to review, measure, reflect and refine the plan as necessary. This continuous process will nurture a successful outcome of your plan.