Grannies are often the backbone to our success. Their homes are inviting, they give the best hugs and intriguing history lessons, and they never give up on us. Visiting them can be full of vivid memories of sights, sounds, and smells that we yearn to revisit.
Becoming part of our family as a client, we like to use what we call the Granny Process® to help you create lifechanging possibilities. Just like Granny, we are here to LISTEN, EDUCATE, and watch you FLOURISH.
We want to learn about what is most important to you and what your financial picture looks like. We listen to your current and future needs, goals and dreams, and we educate you on the investment tools and opportunities available to help reach you goals. Like a grandmother, we seek to push you in your desired direction while still holding you accountable.
Our greatest joy comes from watching you potentially reach your dreams of owning a second home, retiring early, paying for your children’s college, purchasing your dream car, or traveling the world. All of this contributes to our belief that financial self-sufficiency can be achieved by creating lifechanging possibilities.