Walk in our shoes

They say you have to walk in another woman’s shoes…to know where she is going and why

They say you have to walk in another woman's shoes… …to know where she is going…and why…. and the more you know about her journey, the better you can help her get there. We know how those shoes fit… because we’re on a journey too.

Everyone has different needs and goals, but we ask ourselves many of the same questions about our own future that you ask about yours. Have we provided for our families? What can we do now to make sure we’ll be financially ok? How will the decisions we make today affect our future? These are big questions to ask. It’s important to get good answers because we’re financial professionals, we have access to some of the industry’s best resources… … to find strategies and solutions for people like us…and you.

We can tell you how we’re approaching our own investments, retirement, business and our charities. We’ll share with you what we do to grow our portfolios but still limit the risk. We can tell you what we know about downsizing to a smaller home because that’s in our future too. When it’s time to stop working…we’ll show you where other income streams could come from in retirement and how future expenses can meet cash flow needs.

Leaving a proper legacy is important…we’ll tell you how to provide for your children and grandchildren and we can show you the latest technology we use to help visualize lifetime cash flow…so you can see your own. Planning for your financial future is a journey but you don’t have to walk it alone. What we’ve learned about preparing for our own future… may help you prepare for yours.