Goals Tell Us Your Goals Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.By understanding your goals we can work together to build a roadmap for your retirement, college savings for grandchildren or investment needs. A close relationship and proper planning is the pillar to pursuing your dreams. How do I start?