New Financial Paradigm
We help you plan for the improbable to the 'is-likely'. We help you define what you want to happen and we take every opportunity to understand your why. We shift the paradigm from “what every advisor recommends – conventional financial thinking” to “what’s the best way” to help you achieve the outcomes you desire.
Lifetime Financial Discipline
Discipline guides people to success. Since your goal is a lifetime of financial success, we’ve created a lifetime financial discipline for you and us to follow. It keeps us focused on your ideal outcomes, not the noise surrounding your plan or short-term events, nor emotional influence. Our LFD starts with “Protection, First & Forever”.
We build from there.
Get a preview of our Lifetime Financial Discipline
Optimal Personal Economy
We Help You Plan For Your Optimal Personal Economy.Most people understand their simple financial circumstances and opportunities; where they create wealth versus spend wealth. Most people take a ledger type of view; input versus output. We look at each input and output and all of their influences. Your personal economy is knowing what matters, what impacts you and what doesn't.
- Why do you work?
- How long will you be capable of working?
- Will you earn more or less in the future?
- Will your kids or parents need you or your financial support?
- Are your business and career ventures likely to pan out and when?
- What’s your relationship with money? Why?
- Do you actually plan on retiring, or will you be working part time? Why?
- Is down-sizing your home an option and if so, to where and at what lifestlye cost?
