3 Deliverables

We all look for assurances in life.  Our financial well-being is one of the top areas where we do so.  No one can consistently predict the future.  We can however, develop solid processes which serve to increase our chances for success.  These include implementing a well-developed financial plan, keeping a long term perspective and developing constructive behaviors around money.

1st Deliverable: The Financial Plan

Colin’s first career was as a helicopter pilot in the US Marines.  Unless you have a destination, a map and a reason to go, why take off?  While people may ask us just to help them invest, the best value we offer is helping people create and stick to a financial plan.

2nd Deliverable: Long Term Perspective

Insurmountable goals can be achieved one consistent step at a time.  The irony is that by seeing things in the long term, it becomes easier to know what to do in the short run.  It also makes it easier to navigate our MSNBC world.  Effective planning is a multi-decade and often multi-generational process.  Keeping the long term perspective is important to success.

3rd Deliverable: Good Behaviors with Your Money

There are many decisions and actions which enhance the likelihood of financial success.  Often there are ways to automate behaviors, like 401(k) investing at work, to increase your chances for success.  This coaching process is a softer skill set and it can be one of the most profound ways in which we can help people.