Being in Tune
What is most important differs from person to person, and for one person, differs over a lifetime. A couple of years ago what was most important to Peerman Capital Management was moving the business in a new direction. Now that it's headed that way, the priority is growing the business and attending to current clients.
What is Your Tune?
You have your own needs and wants and you can't live in tune until you recognize and satisfy them. Is it retirement? Running a business? Saving for your children's college expenses? Finding your tune is a delightful and renewing lifelong quest. It's the basis for sound financial planning. It is how we form a partnership.
The basis for a strong partnership is communication. As a starting point, try the Communication DNA profile so we can learn more about your communication syle. Then in our first meeting we'll talk about it in more detail.
Contact us today to set up a complimentary initial consultation.