We believe “Life Happens!” while we’re planning other outcomes. We therefore chart a course and then continually adjust as life pushes us off track, recognizing that bad luck doesn’t always happen to “the other guy” and the costs of our misfortunes are often borne by our loved ones as well as ourselves. We therefore plan for adversity understanding that “One Size Fits All” recommendations don’t work.
Understand your “Why?” Focus on what you can control. Trust others who are experienced, educated, and well-intentioned to help.
These principles guide our efforts, so every recommendation has a purpose based on your goals. It’s purpose-driven planning within the context of “The Golden Rule” (i.e. doing for others what we’ve have done for ourselves).
Please complete the contact form, and we’ll be in touch. We look forward to helping you!
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