Client after client expressed frustration to us over confusing options, whether it was preparing for a child’s education or developing a retirement plan. In response to these concerns, we began developing a plan to walk clients through the investment process. By breaking down all of the options into manageable parts, we are able to explain each option and help implement clearly definable goals and a financial roadmap to work toward obtaining them. In doing so, the client is able to make confident and informed decisions.