Home Paradoxes Family Business Family Wealth Our Process
e


Archeology Before Architecture

For planning to be most effective and meaningful, we must first understand who you are, what matters most, what you care about and what you want to see happen.  This is paramount to offering solutions that achieve the desired results.

We dig to learn.  We dig to discover on what kind of foundation we are building; we get to know you, your family and others important to you. 

We get to know your values, vision, mission and goals.

© 2017 David Cohn & Associates - 303.771.9929