1. Hiking analogy – Want to pack as light as possible (fewest number of accounts, least complex, fiduciary focus) and yet have everything you need.
2. The airplane ride – The three phases of finance and the snap shot vs the journey
3. The difference between fees and expenses/
4. No silo thinking – People do this when looking at allocating 401k plans – not thinking about all their accounts as a whole.
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Wealth Management & Financial Planning
If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.
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