1 – Your Vision
In our initial meetings, we will seek to learn as much as possible about you. Perhaps the most important thing we can learn about you is your concept of your life journey and what it is that you would like to accomplish. We call this your Vision, which will guide us in the plan that we build and the portfolio we construct for you and your family or business. We understand that we will play the role of financial advisor, but a complete understanding of your total life vision will be crucial to our relationship.
You Know What You Want in Life.