This is an area I love to help clients and can often add a great deal of value by discussing goals and action steps to help families implement strategies that they have intended to complete, but left unfinished.  Most of us do much better with a plan than without.  In fact, my experience has been that having a plan helps remove a great deal of stress and helps clients find comfort/peace from knowing that they are taking an active approach in working towards achieving their goals, including retirement, education funding, family legacy, and more.

I have found that many clients have these questions:

• How am I doing?
• How much is enough?
• Will I ever have enough?

I partner with clients, address these questions, and implement a plan to ensure our clients are on the right track toward achieving their objectives.  My process is straightforward and I have a template for every client where I review thirteen Wealth Management issues that I have found most important to my clients.  I discuss action steps and implementation time frames at every meeting so we both are motivated to follow through and complete before our next discussion.

What clients tell us:
Implementing a plan with action steps has helped them reduce stress while Increasing financial peace. I love a happy client.