Chris Sievert

I like helping people by bringing to life the things they value. From a big picture view, it's not so much about what you will buy or how you will spend your money, it's about your bigger vision – how you will contribute to the community, or spend time with your family, or create your art or build your business. That's what a strong financial strategy can help foster – a vision, a lifestyle, a passion.

My initial conversations don't start with money. Of course, your portfolio is an important piece of a financial strategy, but it's not the first part....