Comprehensive wealth planning cannot be carried out in a vacuum. You must know how you are doing, what risks you face and where your opportunities may lie. In our Discovery meeting, we help you to realize how the power of your vision, goals and all aspects of your wealth can make a difference for the people and causes you value in your life.
One outcome of the process is your having defined clear goals, such as the following:
You may be surprised how talking with us helps you to clarify what truly matters to you. Focusing on your values in this manner can help assure that all aspects of your wealth – human, intellectual, and financial – are in your control.