5200 Maryland Way
Then we explain our approach to wealth management, review the overall financial picture and listen
accurately to understand your goals. We also help you consider the big picture for your future, so that
can make the financial decisions and life choices to help you get where you want to be.
We take the time to outline goals for wealth, risk, investments and tax management.
We come to an agreement regarding these established goals and set appropriate timelines for each.
We review and fine-tune you plan and begin discussions
portfolio allocation and risk tolerance.
We design the portfolio based on personal values and priorities and work to
your customized plan. We make sure to closely monitor that your portfolios are
and appropriately. We set the plan in motion and keep our clients informed about their progress every
We offer value to our clients' lives so that they can enjoy more balance, inspiration and fulfillment,
their future goals. The resources that we provide help our clients as they develop their Inspired Life
their third phase of life. We help clients identify what true wealth looks like for them and then we
ignite this vision into reality.