FOR THE MODERN FAMILY
ADVICE | PLANNING | INVESTMENTS | INSURANCE
This process is often viewed as convoluted or daunting.
Doesn't need to be. My process is quite simple:
20 minutes (not 21) over a good cup of coffee, you tell me a bit of what life looks like for you, then complete a short self-discovery questionnaire that'll help you understand what I do and tell both of us where we ought to go from there (if anywhere).