Michael Benev

You wouldn't use a map of Mexico to find your way across Canada. Similarly, a financial map (financial strategy) created for someone else, or pulled generically off the shelf, may take you somewhere, just not where you want to go. You need a map designed just for you to guide you to the life you choose.

One of the things I like best as a Financial Advisor is getting to know all my clients personally – their families, professional needs, priorities and hurdles. It's the foundation for building a good map for them because I can truly understand what they value,...