All of the wealth holders we’re referred to have hired advisors, discussed their affairs and executed planning strategies. They’re smart, successful people who’ve been decisive all their lives. People seek them out as bosses and mentors, friends and confidants, because they’re innately adept at knowing what direction to take.

Yet they haven’t found personal peace and conviction surrounding the future of their life’s work.

We believe there’s a missing link that precedes most planning cycles. It’s a process by which we unearth your bigger Why. What really matters that’s motivating you to plan in the first place?