So, you're just settling in are you?
Things are a bit different now than they were when your journey began. Somehow, everything seems a bit more intense than it had been, work's more important, family is more of an issue for both attention and concerns. Decisions, the kind that seem to be made with recurring frequency, don't appear to be stand alone issues any more. One decision seems to either impact or give rise to another one to be made. The importance and value of being able to link or tie these decisions together and manage the pace of changes is becoming increasingly important.
Partner Clients have moved into the stage where decision making and managing transitions now sets the stage for a host of future events. Having a plan to gauge your decision making, to help with the "best choices" and avoid wasted time and delays is increasingly valuable.
Annual Membership: $5,000 ~ fee includes investment management/advisory services on accounts totaling up to $500,000