Comfort based planning with your retirement assets
The net worth puzzle
When helping clients make financial decisions, I attempt to view their net worth and happiness as a large puzzle with many moving pieces. Although many financial decisions are able to be measured as a numerical value, they are often just one piece of the client’s overall well-being. My goal is to help open-up the possibilities of how you can use your money today so it helps provide you the greatest positive impact in your life. Your net worth is measurable while your happiness is more challenging to quantify. A customized Wealth Plan will help you fit these two pieces together and evaluate the true impact of your long-term net worth and happiness. Understanding the trade-offs that come with these decisions that can make a difference in your life or others is challenging, but can be very gratifying and enjoyable at the same time.
To request a consultation to experience our process without cost or obligation, please contact us. During the initial consultation my goal is to determine what overall situation is best for a client going forward. To learn more on how that process works, please visit my blog.
