In the grand scheme of things, money is only important to the extent that it allows you to enjoy what is most important to you.
But until you know what you need money for, you don’t know how much you need.
We take clients through an intelligent, human process to find out what’s most important to them. We have conversations, rather than use questionnaires. Most people find our process surprising and valuable, as we repeatedly here that no one has ever posed our questions to them.
We then help our clients make smart choices with their money which are aligned with their lifestyle goals and values and visions for themselves and their family.
Our focus is on the person, not on their money.