They rarely ask questions like:
“If you had more time or money, what would you do?”
“What do you want to accomplish or attain so you will feel that you’ve had a life well-lived?”
“What moves, touches, or inspires you?”
Our advisors are trained to ask such questions and, just as important, listen to your answers. They therefore become your partner in clarifying and achieving your most meaningful and deeply felt aspirations. We call it Life Planning because what’s really important isn’t your money, it’s your life.