It’s time to redefine what your Best Life looks like, so you can continue creating it.
You’ll have an honest conversation with your adviser to clarify your values, define your goals and identify anything that might be slowing you down. You’ll leave this once a year session with renewed clarity, focus and motivation.
We're not yet back conducting face to face meetings in our offices. When this becomes available, we'll let you know. In the meantime all My Best Life Sessions will be scheduled and conducted on Zoom, our video conferencing software of choice.
We anticipate these changes to cause little disruption to you, our clients, as we have been meeting with most of you via Zoom for a number of years. If you have never used Zoom before, here's a quick rundown for you - https://bit.ly/2MUjDvj
Let us when you'd like to hold your My Best Life Session by selecting the Video Chat Link option below.