Definition of a cairn
A stack of stones piled up as a landmark. In the wilderness, often used as a trail-marker.
Initial introduction for prospective clients.
Deeper dive into the numbers
Who do you want to be when you grow up?
1 hr 45 min
Exploring risk-management preferences & discussing portfolio design pa...
You've reviewed your written plan, now let's debrief.
1 hr 30 min
Let's discuss any of our execution-items from your financial plan