You are unique.
Our approach to comprehensive financial planning involves solving isolated financial problems along with the broader financial strategy. The ability to maintain this bifocal view is what sets us apart from other advisors.
Take Tax Planning, for example, if we decided that managing taxes was the ultimate goal, we would inevitably make bad choices. Keeping things in the right perspective is critical.
We always need to focus on 'The Big Picture". That's what we do well. We're also know not to forget the little things.
(Disclaimer: don't ask your boss for a pay cut without consulting with a financial professional. If they recommend that you do, consider getting a second opinion).
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