Understanding

Elbert Einstein once said "If I had an hour to solve a problem and my life depended on the solution, I would spend the first 55 minutes determining the proper question to ask, for once I know the proper question, I could solve the problem in less than 5 minutes"

We believe that when it comes to providing sound financial advice to clients you must first start with truly understanding what problem it is they are trying to solve.  This is why our client relationship start out with financial planning first.  We believe if we, and the client don't truly understand what problem they are trying to solve, how can we possibly recommend a solution. This is why financial planning is the first step, and the basis for the decisions being made in the future.