Wouldn’t it be great if life came with a map and instructions? When you’re setting goals, how do you plan to get from point A to point B? In this brief video, Financial Planner Patrick Eng talks about the benefits of having a life map (a.k.a. financial plan) to help you navigate life’s ups and downs every step of the way. At Perspective, we know life happens and we can help you create a life map to help when it does.
Learn about the six key elements of our financial planning philosophy, our process in working with clients, and our investment strategy on our “How We Do It” page.