The Process

The couples we work with are busy, driven, highly paid professionals that want to feel more secure about their finances.  Security like that only comes after an understanding of what you are truly capable of.   Here is where the financial planning and analysis or need for having a plan ( or current plan "stress tested") that involve setting personal financial goals.  Married couples who set meaningful personal goals are more likely to acheive outcomes in line with their desired results.  Clear visions of our goals act like sign posts pointing us in the right direction and leading to intentional actions vs impulsive behavior & decisions.   They are not the markers of success they act as reminders to the purpose of our actions and illuminating our passions in life. Couples I work with desire meaningful lives beyond finances and to understand clearly what they are working & saving toward.   Planning provides an improved conceptual framework for making better financial decisions and helps us to understand our true potential.   Sucess in retirement means you can feel good about spending money.