When you first come to see us, we work with you to find out what your true goals are. We find that many people either don’t have specific goals set for themselves or the goals they have set are quite vague in nature. For example, you may come to us with the wish to retire at age 65 with $1 million dollars in investments. My question to you is, ok so at 65 we have $1 million then what? Money is merely a means to an end. We need to know what the end actually is. Using the example above; what is it that you really want to do at 65? The reason we need to know this is because, depending on what it is you actually want to do, the $1 million may be too much money or it may not be enough.

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