For many, designing a plan for the future starts with a simple question. Will I have enough? It’s a great question that leads immediately to another. Enough for what?
I believe that everyone needs a clear and inspiring “north star” to help them navigate the inevitable changes that life brings. I’m here to help you define and move towards that vision.
But where do you start?
I’ve created a simple tool that allows you to think about where you are today, how you think about the future and what, if anything may get in the way – as an individual or a couple. Take just three minutes and you’ll automatically receive a personalized summary, along with insights to help you define – or refine - a compelling vision for your future.