While I came from the Business Management side of
the corporate world, for the past 6 years I have been focused on
providing the tools to help the "sophisticated lay person" get educated
and in control of their Wealth Management and Life Planning affairs:
estate planning, investment options, insurance, taxes, budget, etc.
through our "WHAT YOU NEED TO KNOW KIT" product.
My goal is to be the reputable and reliable "go to" company, who
provides neutral, third party educational and organizational tools to
help people "get their act together" to know what questions to ask
advisers, who will help them get their plans in better shape.