- You can live a vibrant life regardless of how much money you have.
- Financial planning helps you to make confident, intentional choices about how to use your resources.
- The financial planning process should result in intentional action, joy, and confidence.
- Financial planning is a path to a vibrant life where money is a tool, not a burden.
- Past financial missteps are in the past; this is a new day and you can make new choices.
- A financial plan should be communicated in simple, understandable terms.
- It’s my responsibility to communicate clearly and simply so that you can make informed decisions.
- A financial plan must be consistent with your estate plan and tax strategies. You benefit when all of your professional advisers work together.