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Your Financial Life

Imagine an orchestra where all the musicians are working off a different sheet of music, with no conductor to guide them. When the symphony begins, what are you likely to hear?


Now think about what happens in your financial life if all of your advisors are playing off a different sheet of “Financial Music” with no “Financial Conductor” to guide them?

All of these advisors are “Micro Managers,” and while probably giving you appropriate advice in their own field of expertise, are typically not acting in concert with each other. Their advice is usually not coordinated, not integrated and potentially inefficient.

Would having every one of your “Micro Mangers” on the same page be helpful to you achieving financial success? But how do you go about doing that? It’s a difficult task without a “MACRO Manager” and a Financial Model to help you coordinate and connect the dots.

Our first job is to serve the role of the “Macro Manager," conducting the financial symphony and keeping your “Micro Managers” on the same page. 

Macro Manager Personal Finance.jpg

You have aligned yourself with various micro-managers to assist with your financial decision making. These micro-managers are specialists in their particular area of expertise, leaving you with the complex responsibility of tying all of your financial decisions together. This presents many problems because you probably don't have the time nor the expertise in each area to evaluate the performance of your micro-managers. Our presence, as the macro-manager, enables your micro-managers to better perform their services. 

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