Plan A Life Of Significance

Mission:

To educate, organize and help people build a robust, overflowing, impenetrable balance sheet .  To challenge traditional financial thinking and block the delivery of unsafe financial products from entering clients balance sheets.

Vision:

To build a practice around individuals, business owners and non-traditional estate planning concepts.  To be valued for helping them organize, protect, and focus their financial resources to move toward, achieve and maintain optimal financial balance. 

Values:

Since our firm has a client-first, no excuses culture –  I first expect the best of myself individually and in doing so my clients will get what they deserve.  The highest level of service and planning experience from my team.