Looking at your life, have you enjoyed your years to the fullest and realized your dreams? What successes and accomplishments have brought you the most satisfaction?
In the Tulsa Wealth Advisors office, we ask you to consider these vision questions. Your answers will provide insight into your life’s mission and financial goals. Getting to know you is essential, because financial planning shouldn’t only be about dollars and cents. Rather, we want to create and implement a customized action plan to help you achieve your lifetime vision.