Your plans for the future have to start by understanding what actually matters to you, and why that’s important. Most financial advisors move to conversations about specific tactics, solutions, or products without understanding what you really want to achieve. We simply don’t do it that way. Quite simply, our conversations start by getting a sense of how you want the future to be. No one can control the future, but you can have an idea of how you want it to look. And when you can describe that, then you can start to recognize goals that will actually move you in that direction. We call these Above The Line™ conversations; conversations that take a look at what matters to you and why, before we head below the line and figure out solid ways to help you move toward your future.
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