You have a unique life, unique circumstances, and unique goals. Don’t you deserve a unique financial strategy to go with it? Often, people assume a financial plan is a one-size-fits-all strategy. However, for a financial plan to be effective, I believe it must reflect the stage of life you’re in, whether you’re purchasing a first home, financing a child’s college education or planning for retirement. A custom financial plan must highlight the best suited financial products and be continually reviewed to ensure it measures up to stated aims.