Act
Get Organized &
Assess Goals
Build
Construct Plan &
Explore Results
Balance
Implement Strategy &
Monitor Progress
Be
Live For Today,
Be Prepared Tomorrow
The AtwoB Difference
“If you don’t know where you are going you’ll end up someplace else.” –Yogi Berra
We plan and invest with only one goal in mind - to get you where you want to go.
Financial planning, investments and taxes under one roof.
The only benchmarks that really matter are the goals you’ve outlined for you and your family.
B-Sides
An investment in knowledge pays the best interest.
- Benjamin FranklinOur goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.
- Pablo PicassoWhenever you want to achieve something, keep your eyes open, concentrate and make sure you know exactly what it is you want. No one can hit their target with their eyes closed.
- Paulo CoelhoIf a man knows not to which port he sails, no wind is favorable.
- SenecaIf you don't know where you are going, you'll end up someplace else.
- Yogi Berra
