Meet Your Team

Other Potential Members of Your Team

When included as a part of your team of professionals, you can expect us to mimic the role of the
quarterback. We work with you (the head coach) to design the financial puzzle you desire, and we
execute your game plan to make it a reality.

Your game plan will involve various aspects of your life and will typically require other professionals to
make recommendations and execute their part. We collaborate and collect feedback from other
professionals such as: