Drawing on our extensive industry experience since 2012, we offer a DIFFERENT perspective. Before striking out on our own, Josh spent 10+ years with a Fortune 100 company as a top 1% advisor. He saw there what worked, and what did not. We simply want to ask questions, and to educate.
We start with analysis and fact finding. We see where you are, where you want to be, and what you are already doing. THEN, we take it a step further to answer the questions above. We know that most advisors only reccomend what they are compensated on- we do not. We lead with education, wanting to share what we have learned, and have you make the decision yourself on the path forward.
Drawing on our extensive industry experience since 2012, we offer a DIFFERENT perspective. Before striking out on our own, Josh spent 10+ years with a Fortune 100 company as a top 1% advisor. He saw there what worked, and what did not. We simply want to ask questions, and to educate.
We start with analysis and fact finding. We see where you are, where you want to be, and what you are already doing. THEN, we take it a step further to answer the questions above. We know that most advisors only reccomend what they are compensated on- we do not. We lead with education, wanting to share what we have learned, and have you make the decision yourself on the path forward.
