What is the most important piece of a jigsaw puzzle? Some would say the corner piece, while others might say the last piece. However, the most important piece of a jigsaw puzzle is the picture on the box. Without it, you do not know how to arrange the puzzle in front of you. You might not even know if pieces are missing.
Your own unique priorities, history, and circumstances are what paint the picture on the box of your financial life. There are many pieces to the puzzle, and understanding your own frame of reference is important as well. Our process helps create a fulfilling and compelling financial life plan by developing a shared understanding of your picture and bringing our expertise and experience to the table.