Disciplined Action

As kids, one of our grandmothers’ favorite things to tell us was to communicate, communicate, communicate!  It was not until we became financial advisors that we really understood why she would say this.  She knew that dialogue was critical to discovering and solving problems.  We cannot help fix what we are not aware of.

To that point, the centerpiece of the 626 Planning Process is to communicate.  In addition to explaining your situation to us, we will explain how we use disciplined action to keep our clients financial lives on track.

We find it ironic that the activity that most people associate with financial advisors is “investing,” which is actually one of the last steps in our process.  However, like with most activities, if you prepare appropriately the activity you started out to accomplish becomes easy.


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