So, you want more peace of mind...the ability to enjoy experiences and to take care of your future needs as life happens. To do that, you may need to have a plan for what's next.
You know how important a solid plan is to your future happiness, so you have likely spent some time researching and planning. The problem is, your plan may have blind spots that you are unaware of. This can make you feel less confident that you've got everything covered.
I believe everyone deserves to have a person who knows them and can help them to connect a financial plan to their future needs and happiness.