Our role is to provide education and ongoing guidance to those who seek out our fiduciary services. We are "Resultants" rather than "Consultants" as we guide our clients toward their goals. As important as investment management is, it is a by-product of the Comprehensive Financial Plan. The Plan assists in determining the level of risk a portfolio should be subjected. If risk is not necessary, why shoot for the moon and pay fees for services that, in most cases, are simply a commodity. The key to successful long term planning is and has always been the management of personal "Cash Flow". With adequate cash flow, bills can be paid and leisure can be obtained. With out adequate cash flow, you will lose everything you have worked so hard to achieve.
If you want to "start" with a plan of action, give us a call and we can meet at a mutually convenient time.