What's Up in finance?

Who is not a good fit?

Possessing the right attitude is crucial to achieving your goals. Experience has shown us that it can be problematic trying to nurture long-lasting relationships with people who care less about their own finances than we do. We can provide you with all the guidance, information, coaching and support you will ever need, but if you lack the motivation and discipline required to make the necessary changes in your life, you will struggle to stay the course in pursuing your long-term goals.