Plan

Here’s where the work gets done to formulate a set of tasks to carry out your requests.  We help develop a picture of your goals for the future.  We clarify the most important topics you’ve shared and connect the wealth you’ve accumulated to these facets of your life.  We calculate the potential for different scenarios and the possibility of success for goals and desires you’ve expressed to us.  We also consider and develop contingencies in case the usual unplanned or unexpected events occur.