So where do you begin with individuals like that?

I think the biggest thing that really any age, but more importantly, when you're really looking to kind of put the pieces together, I would call it a puzzle.

Really, what you want to do is really take an inventory.

I call it a financial life inventory plan.

Really, before you can do anything, it's like kind of like triage.

You need to know everything.

What's what's going on and what the person has.

So beyond the technical details of investing and retirement accounts, what does true financial peace of mind mean to you and how do you help clients move toward that in their own lives?