When we meet to discuss your financial goals, we will explore the following areas:
Relationship
What’s important to you 3 years from today, personally & professionally?
Concerns
If this is where you want to be in 3 years from today, what obstacles will prevent you from achieving your goals?
Opportunities
If we were to wipe all of those obstacles away, what new opportunities do you see?
Strengths
What are your strengths, natural abilities, things you do well/easily?
