We are building the firm Patrick wish he could have hired 20 years ago! As a former professional hockey player, he needed a financial advisor early in his life. However, he couldn't find one that could help him with everything he needed. They just wanted to focus on managing his investments!!! He had to figure it out himself. He also found out that he wasn't the only one. People need much more than investment management, they need a more holistic approach to financial planning.