What We Do
Comprehensive Financial Planning
Financial Fulfillment Planning
How We Do It
90 Seconds of Wisdom
Philosophical Statements by Jim
Do, or do not. There is no "try."
Work harder than everyone else.
Balance is for all of life.
All things being equal, people want to do business with people they like.
I play golf against myself.
What gets measured gets done.
Lead, follow, or get out of the way.