We say ‘financial life’ here because that’s what we’ll primarily be discussing. However, if you’re like most people, you can’t separate your life from your financial life. The two are completely intertwined. So, we’ll be discussing your finances but at the same time your goals, hopes, fears and, essentially, what you want out of life.
There will be details. Lots of details. During step one, which is usually a two-hour meeting, we’ll be piecing together your current financial situation to get a picture of where you are as well as where you want to be.