THE HIGHER IMPACT FINANCIAL PROCESS
-Investment Management - Effectively managing your retirement and taxable dollars in alignment with your risk and goals
-Financial Planning - This is an in-depth overview of everything going on in your financial life
-Tax Planning - Making sure you only pay what you need to in taxes
-Estate Planning - Ensuring your loved ones and assets are protected and mapped out according to your wishes
-Insurance Review & Planning (note: I do not sell any insurance products)