“If you’re making investments outside of a well-articulated plan – then you are speculating, not investing.”
– Dr. Brian Portnoy.
Yet so many in this industry insist on talking about investment strategies when they first meet someone? Why?
Our work is designed to be adaptive, knowing that your life will change and evolve – our plans are not an exercise in data entry.
The Process:
Step 1: Take the ‘Retirement Ready’ Questionnaire Click here
Step 2: You will be emailed with a summary and options to consider
Step 3: Clarify your values, goals, and the purpose of your wealth
Step 4: Your Financial Picture
Step 5: Implementing your plan