"We help pre-retirees, post-retirees and business owners align their actions with their values so that their financial plan Echo’s the message they want to send to their families and communities, both now and for the generations to come. We begin every client engagement with a Discovery Meeting that helps us articulate and define the vision and values that drive our clients’ actions. That is followed by an Exploratory Meeting where we educate our clients and identify which financial planning strategies best align with their vision. Afterwards, we implement the strategies that best align with their values to ensure that their vision comes to fruition.  We reassess goals and values on a yearly (or semi-annual) basis to make the necessary adjustments to the vision based on life’s accomplishments and transitions. Key areas of planning tend to fall within Risk Management, Wealth Accumulation and Wealth Preservation/Distribution Strategies." - Lee