You have aligned yourself with various advisors, institutions, and accounts to assist you with your financial decision making. These micro-managers are specialists in their particular area of expertise. Without a macro-manager, you are left with the complex responsibility of tying all of your financial decisions together. This presents many problems because you neither have the time nor the expertise in each area to evaluate the performance of your micro-managers. My presence enables your micro-managers to better perform their services. In addition, the Living Balance Sheet® and my expertise in wealth creation, distribution and conservation strategies should improve the overall performance of your plan.
