We believe in "Protection first."
Everyone has a castle (assets) of some size. We believe you should protect what you have today before you begin saving for tomorrow.
Castles were built with wide moats and tall walls to protect the assets and people within. Your protection needs to be solid so that if you are sued (car accident etc.), can't work or die sooner than expected, your castle will not crumble.
In one of your first meetings we'll be looking at all areas of protection, such as insurance and legal documents. With the goal of creating safety for your financial landscape, we will identify areas of possible weakness and concern that may affect you and your family.
We feel strongly it makes little sense to be building for the future when you may not be properly protected for what you have built thus far.