2. Discovery & Data
Gathering accounts, timelines, income, risks, and goals.
1. Intro Conversation
Understanding your current financial picture & your LIFE Path Goals
3. Building Your LIFE PATH
A clear roadmap with recommended allocation, planning strategy, and next steps.
4. Executing the Plan
You execute the disciplined, diversified, tax-aware strategy, with my guidance
5. Ongoing Guidance
Regular reviews, proactive updates, and clear communication.