Our process

Most clients feel they never have the cash flow to start planning for the future. First, we evaluate your 2 pockets of money. Your left pocket of money is your living expenses: Mortgage, Insurances, Investments, car payments, credit cards, etc. Your right pocket is your lifestyle: Travel, entertainment, hobbies, etc.

Do you want to change your lifestyle?

We didn't think so. Our objective is to see if you have inefficient money in your left pocket that is not working well in your plan. If we can find inefficient money to be redirected in your plan, to help achieve your dreams, would that be of interes to you?