It is our job to help you create a blueprint for your "financial" business. We do this by asking you a number of questions and requesting data from you that is specific to your business.

The first step is to quantify your current position by summarizing your assets and liabilities in a usable format. Once this is provided, we begin to make some baseline assumptions based on your stated goals and initial feedback. Questions we would ask might include:

• What are your aspirations?
• Expansion plans/major expenditures (children/vacation home)?
• How long do you want to let your asset base grow and when will you need it to support you?
• Lifestyle requirements - now and future?
• Revenue streams - now and future?
• How will you handle unforeseeable threats to your financial well-being?

1. Disability.
2. Death.
3. Loss of employment.

• How much risk are you taking with your working capital relative to your goals?
• Are you implementing cost cutting measures?

1. Reduction in borrowing costs.
2. Taxes.
3. Planning efficiencies.