Broker Check

Discovery | Pathfinder Survey

The Discovery Survey allows us to focus on what you “value” not just the “value of what you own.” The questions contained within follow the life cycle of planning. This document is available for immediate download.


The Pathfinder Guide is a tool for “caregivers” to guide them in discussing the many items that need to be considered in the life of an aging person. This document is available for immediate download.