LIFE-CENTERED PLANNING

Because of the unpredictability of life and the complexity of financial markets, it is essential to work with a financial consultant who can help you achieve your financial goals. In addition, it is important to select a firm that genuinely cares about what is most important to you and understands your needs and aspirations.

We stand on the principle that our client’s interest always comes first. Building on this tradition, we are proud to be at the forefront of the pioneering trend of integrating life planning with financial planning. As your financial life planner and registered financial consultant, we are committed to helping you define and design your unique version of “the rich life.” Within this framework, we are prepared to develop a comprehensive financial plan that aligns with your values and priorities and supports your life goals. With this framework, you don't give up the best of life or the best parts of yourself just to get money. The money is there to serve you, not vice versa. Instead of focusing on someone else's definition of success, we will help you write your own.

A plan designed with financial life planning as its foundation is designed to answer THREE BIG QUESTIONS:

• How did I arrive at my perspectives on money?
• Am I managing my money in a way that is improving my life?
• Am I financially prepared for life's big transitions?