Goal Setting

  • Do you have specific written short- and long-term goals?


  • What would it take to live the life you want?


  • If you were told you have exactly 18 months to live, what would you change?


The better we understand what is important to you, the better we can help you structure your finances to achieve your goals. Financial advisors can inadvertently try to impose their own goals on their clients. We've found the best way to avoid doing so is to use a variety of techniques and approaches to help you clarify and communicate your goals and then help you measure your progress toward them.

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