Your Life, Your Goals, Your Plan

We like to listen. All of us have a story and we want to hear yours. What about the future? What do you hope to accomplish - professionally and personally? Many people don’t have hard and fast financial goals - just general ideas about how they define financial freedom. Let’s attach numbers to those ideas and work backwards to develop a financial plan grounded in our bucket theory of investment management that isn’t overly complex and won’t need to be overhauled as your life unfolds.