FINANCIAL ROAD MAP®

 In order to live your ideal life, you must have a crystal-clear vision of what it looks like. That vision starts with gaining exceptional clarity around your most deeply held values, identifying, and breaking down your most important goals and then ensuring your finances are aligned so you can accelerate the accomplishment of those goals. 

The keystone of this process is you experiencing the creation of your own Financial Road Map®. This powerful experience provides you with complete view of your Ideal Life and all of your finances on a single page. You can see at a glance where are now and where you want to go. The purpose of creating your Financial Road Map® is to help you design your Ideal Life Vision and help you integrate your Goals, Values, and Finances. A couple that plans together thrives together.

We spend a significant amount of time determining your most deeply held values, your most important goals and creating a crystal-clear design for your ideal life, which is why my firm is called Ideal Life Experience. We complete all the design work on the front end because it’s our belief that prescription before diagnosis is malpractice. You cannot make investment or financial decisions in a vacuum. If you have not first designed your ideal life… the rest is just silliness, it really is malpractice. You see pundits on TV spewing financial advice, yet none of them knows your situation, so how can it possibly be right for your unique situation? The truth is that it isn’t.