Are you the Client – or is your money - Find answers for your freedom and bring meaning to your life in your HEART - not spreadsheets. Money touches every aspect of our lives. Decisions around money and finances are often highly emotional. Implement financial strategies designed to allow you to achieve your dreams and your life goals.

Life Goals - Insist your financial strategies support the realization of your life goals in the near future. What good is money if one doesn’t have the freedom to pursue ones’ dreams? Know what is on the last page of your life’s book before starting on the table of contents.

What is life planning - Life Planning is planning that focuses first on the human being who has financial assets. Life Planning is a process of helping you discover what is most important to you. Life planning includes your conveying your thoughts to writing so all professional advising you understand your intended destination.

Find Freedom - Find freedom by merging your life’s meaning with your money. Ensure your values and goals are in concert with your financial strategies.

A good servant - a lousy master - Money can act as a facilitator for accomplishing your most significant goals, or money can be your greatest obstacle to living the life you envision.

Balance - Find a good balance of energy, family, money, risk and dreams. We are all different and don’t fit neatly into boxes. Happiness begins with solutions in concert with your long-term Vision.

Not a “Self-Help" project - Realizing your “dreams of freedom” is not a self-help project.  If we could lift ourselves by our own bootstraps, we would have done it long ago. When you ignored or dismissed your emotions about money, you will intensify your distress.