What is Advice for Life?
Advice for Life is a methodical four-step process that we have implemented successfully for clients with wide-ranging experiences, hopes and dreams. This life-goal approach to planning seeks to reflect all your priorities and specific life circumstances through four key stages: Discovery: We find out what is most important to you, by asking many questions, and together we will figure out where you are now. Planning: Based on our discussions, we will construct a framework for each goal and create a plan that supports them. Solutions: We will recommend specific solutions for each of your goals and implement your customized plan. Monitoring: We will incorporate tracking systems to keep your plan on target, and help you to plan for the unexpected, anticipate change, and adjust your plan over time. Advice for Life is an ongoing process. Over the course of your lifetime, your dreams, goals, and circumstances can change. Through life’s ups and downs, we’ll be there to provide guidance, monito
