Notice: My office is OPEN for business. I am using video conferencing tools such as Zoom for meetings. Read More…
Your 3 Step Process
- Identify cares, concerns and motivations.
- Understand what matters most and why, to each of you.
- Uncover the financial details.
- Checklists and worksheets help build a step-by-step roadmap.
- Explore choices and possibilities.
- Work toward a win-win solution covering commitments to family, self, and community.