By the time you’ve completed the Road Map®, and the Financial Plan has been written, Steve Margulin will know what your values and goals are, and he’’ll know how to help you progress from both a financial standpoint and a life standpoint. Then, it’s a question of checking in to see if that plan is being implemented and to change it when your life circumstances alter.

The Implementation Plan is an action MORE...

"The resources included in financial planning cover what accountants call assets – real estate, cash on hand, stocks, bonds, mutual funds, trusts, inheritances, and the like. They also contain inner resources like dependability, timeliness, energy, dedication, discretion, enthusiasm, optimism, persistence, honesty, the ability to earn income, and the capacity to save.
--George Kinder--The Seven Stages of Money Maturity p. 140

After completing the Financial Road Map®, the next step is MORE...

"Not everything that counts can be counted, and not everything that can be counted counts.”
--Albert Einstein

Money management with a Trusted Advisor™ starts with the Financial Road Map®. The essence of the Financial Road Map® is to demonstrate how you will bridge the gap between where you are now and where you want to be in the future, so you can enjoy the tangible payoff of reaching your goals MORE...

Harvard Business School has reported the amazing, phenomenal difference in life success that someone achieves who has a written plan versus someone who doesn’t. So in my firm (this is Steve talking), we start with the Financial Plan.

Won’t it be great, if, no matter what is happening in the economy, the financial markets, or the world, you have confidence going forward that you can meet your goals?

I have MORE...

…If the relationship is handled right, you’ll never have to worry about money again!

With that said, here’s what you can expect:

We’ll lead you through the preparation of your Financial Road Map™ and your written Financial Plan, and continually update it, tracking progress toward your goals.

We’ll write an “action plan,” with accountability assigned.

We’ll prepare your personal tax return and provide tax planning during MORE...