Goal Refinement

To set the right goals, you need to ask the right questions.

Some questions which help us…

To put it simply, we talk about what’s most important and help you get things done.

We’ll discuss your big picture financial vision and goals – but we’ll also talk “brass tacks” about your personal finances.  We’ll start with concrete goals for retirement, spending, etc. to make sure you’re on track to meet your needs.  Over time, we can help you view your financial assets as a tool for achieving greater goals you might not have considered.


Without strategy, execution is aimless. Without execution, strategy is useless.

Selecting your financial strategy is an informed decision based on your personal situation, financial complexities and overall goals for your life. Depending upon your needs, the overall financial strategy to obtain your goals can be complicated. The key to executing the plan is to educate, prioritize and follow through. Our strategy selection process involves:

One Size Doesn’t Fit All

Very rarely should any one financial decision be made without considering how it will impact other financial decisions and your overall financial picture. By customizing the strategy selection process, implementing it in ‘bite sized pieces’, tracking it all in one document, and reviewing it all on a regular basis, you can rest assured that your personal plan will be implemented.