725 Cool Springs Boulevard
101 W. Big Beaver Road
Planning your financial life is not a one-way conversation. It's a relationship between your most trusted advisor and your family. Our goal is to guide you in revealing your vision of what your desired future looks like and once in place, we work together toward your goals. And as your life changes, your plan changes and we are there to continually simplify the journey.
To help you understand what to expect from us, we follow the seven step process, developed by the CFP® Board of Standards. (Certified Financial Planning Board)
If these steps seem new to you, it is probably because you work with someone who does not provide a comprehensive financial and investment planning strategy. In these times, we believe you need to demand that an advisor is committed to providing ongoing education and a process for you to help pursue your life-long goals and desires.
Ready to take control of your financial future? Start by selecting a goal that is most important to you. You’ll be able to see if you’re on track and how simple adjustments can impact the potential to reach your goal. Once you’re ready, request a consultation, and we’ll work together to build a plan aimed at making your financial goals a reality.
"The dominate determinate of long-term, real life investment returns is
the behavior of the investor themselves." --- Nick Murray
As your financial behavioral coach, we guide you during times of both Euphoria and Fear, in order for you to make decisions based on your family's long-term financial plan...not today's most recent media manifested "crisis."
8 Behaviors to Avoid