WHAT DID WE CHANGE

 Accessible
Young families & small business owners have the least amount of time of anyone. You are managing so many things at once how can you find time to meet with someone in a stuffy mahogany & marble office to discuss your goals… You can’t!
 
We utilize and safe and secure way to meet using Skype for business. And we meet with our clients when they can actually find the time… that means we are available every day of the week and weekends from 7am – 9pm.

 

 Relevant
We have spent many years creating customized questionnaires and worksheets to gather the right information needed to make recommendations to young families & small business owners. 
 
Additionally, we use BOX, and encrypted app to easily gather this information with your phone, tablet or computer.

 

 Affordable
Financial planning can be extremely costly. We have priced our plans to finally give those who need it most a chance to get involved $642 or about 7 quarters per day.