Value Proposition and Mission Statement Mission Statement To prepare each client who wants to do the work to thrive now and in retirement. Value Proposition I will help you... * Simplify your financial life and handle the details * Clearly understand your financial picture and in an ever changing world * Figure out how you can afford to retire--and when * Develop a lifetime income strategy for retirement * Protect the people who are important to you. * Build a lasting legacy for your family and causes you support most Have a Question? Name Email Address Phone Question Thank you! Oops!