Be Prepared. Stay Secure. Protect Your Future

We start all consultations with the Financial Fire Drill™. Why? Financial planning isn’t about picking investments or saving for retirement—it starts with knowing where you stand today.

A fire drill is essential because it ensures you know the exits, resources, and hazards
before an actual fire occurs. In the same way, building a strong financial future starts
with assessing your situation—identifying gaps, risks, and blind spots—so you have a
clear plan when it matters most.