Your Life By Design Plan
First we create your Life By Design Plan.
Together, we will define your lifestyle, identify gaps, clarify risks, review assets and plan for the unexpected.
We have found that we all struggle with the same issues and have similar questions about our finances:
- What is the purpose of my money?
- Have I saved enough?
- What are my non-negotiable expenses?
- Can I live the lifestyle I want?
- What are my luxury expenses?
This process creates a clear path that increases your confidence and sense of security for the future.
Our goal is to create confidence and clarity by educating and asking you the difficult questions. Most of our clients have substantial savings and want a better idea of what their financial picture is and will be in the future.