Gary Visco has a 40-year career in Math/Science/Management and has been investing since his early 20's.

Anybody can take control of their finances. You have to be brave and honest about your life and money. 

    - Basic Education on Investment Classes
    - Overall analysis of an Individual's Personal Assets (Wealth)
    - Understanding of an Individual's Personal Income (Revenue)
    - Five to Twenty Year Individual's life/game plan
    - Analysis of Asset Allocation for Individual
    - Hopefully, come out of discussion with questions for the individual
         to ponder/take action on
    - NO specific investment vehicle advice given