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Money is not wealth.
True wealth cannot be counted in dollars and cents. It comes from so much more than money. That said, each person’s definition of wealth will be different. Part of our unique process is to engage in continuous discovery with you, so we understand – and you understand – exactly how you want to experience wealth. As a result, the wealth plan we create for you will be unique, inspired and rich with meaning.
It will all start with the question: “How do you wealth?”
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Great communication around money is great for families.
Money is a language. Our job is to teach it to you – so you can have the important conversations that will preserve and strengthen harmony between spouses, with children and with any other family members you want to include. Triggering events will happen. It could be a marriage, a new baby, a new house, a challenge with a mortgage or any number of things. When those moments arrive, we’ll make sure you’re ready to talk about them effectively.
