Objectives

Its Your Story

When I first start a meeting, I ask,'"How much time do you have today?" and "If our meeting was over and you were walking out the door, what would you want to have answers to?"  

With this said, I have found that many times, we all don't even know what questions to ask, let alone what problems we need or wanted solved.  I have found this recently when I went to buy a different vehicle after 12 years.  I wasn't sure where to start; how much does the vehicle weigh, how long is it, what kind of gas mileage does it get?   These were just a few things that others helped me see that I needed to know. 

 

So at the Planning Group, we hope you have questions and problems we can help with but more importantly, we want you to relax and know, we will help you find the answers to the questions you may not even know you should be asking.  Our planning process helps us with this.

More importantly, we want to know your Defining Moments and what and who are really important to you.  We want to help you organize your plan and future.  We want to manage your investments according to what you desire and to help you with insurance if you want the help.  

We enjoy creating plans and helping you with any questions you might have. 

But most importantly, we enjoy getting to know you!