Our strategies go far beyond the traditional planning techniques, to present more of a macro-management view, big picture view, for lack of a better word, of all the factors that impact your financial success. These principals are designed, in our opinion, to empower you to recover wealth that is being eroded by outside factors such as inflation and taxes. We want to enhance wealth accumulation while simultaneously maximizing wealth and minimizing taxation.  Then we want to be able to show you strategies that reflect you and your family's personal value system. The process focuses on strategic positioning and placement of your money. We're not here to change any relationships, but only seek to improve the effectiveness of your money over time by utilizing strategies, models, but bringing it down to like we're both in the sandbox. From this, we could then develop a new, more dynamic approach to starting you on your journey to reach financial success.