Before a plan can be created, we have to determine where you are today. This involves compiling a list of your current assets, liabilities, and income along with a list of assumptions regarding your future assets, liabilities, and income.

Once we have the data in front of us, we can differentiate between items that require our focus vs. items that require monitoring.

With the list of items to focus on, we eliminate the noise by creating a list of simple actionable steps to achieve your goals.

All of our journeys will involve unforeseen events. We use techniques such as Fear Setting to reduce the stress of the unknown and provide you with steps to reduce or better handle negative events.

Compound interest is earned by those who understand it and paid by those who do not.

Small steps taken toward your goals will compound positive results over time while bad habits will compound negative results. Having a plan helps us focus on what we do today and we let time do the rest.