Posts Tagged: Financial Consulting Process

On Your Road to Financial Success, What Car are You Driving?

Car on long road, like a financial journey
Thoughts on the optimal process for achieving your financial goals (spoiler alert: this is our process!) In a word, it’s all about “efficiency.”  I will make the comparison of your financial life to an automobile.  Your financial assets (“money”) are the gasoline in the tank—the fue...
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