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We help clients focus on being purpose-driven, rather than money-driven. Finding what matters to each client regarding their values and long-term goals helps us craft a customized financial plan that brings long-lasting fulfillment and stability. Patrick’s priorities are his faith, family and his financial services practice. He has found that they are all intertwined and at the end of the day having balance brings the most fulfillment to his life. Having money is fine, but having a strong faith, good health, fulfilling relationships and memorable experiences leads to living a life he can be happy with. Having those things in his life leads to true wealth.
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