Mission driven wealth
Step by step process that:
- Explores the profound opportunities and impact that wealth offers to pursuing lifelong dreams and a meaningful life.
- Creates an overall vision for how and where the resources should be invested.
- Establishes a framework that touches upon each aspect of a person’s financial journey.
Your family’s security: Peace of mind knowing that everything will be taken care of. This includes an in-depth assessment of what life would look like if you or family went through a major transformation like a sudden illness or loss. This can help address the worries that often keep us up at night.
Your lifestyle: As you move towards financial independence, we help make sure you are also creating your ideal lifestyle. We help ensure that your income and wealth flow in the correct sequences to all the right places. This can allow you to save for the future while enjoying everything life has for today.
Your independence: Financial independence is freedom. The freedom to choose to work or make work optional. We stress test your plan to provide you with the options necessary to make the most educated decisions about your career now and in the future.
Your wealth: You work hard to help create your wealth, and we help ensure that your money is working hard for you. We combine sophisticated investment planning tools with professional resources to help match your unique objectives with customized solutions.
Your legacy: This can take the form of a living legacy, charitable giving, and planning for when you are gone. Effective legacy planning honors your wealth as a responsibility, both to the past and the people who built it, and to the future, and everyone who will thrive because of it. It can allow you to help educate your heirs on your shared family values around your wealth and endows them for their future success.
Your purpose: Giving yourself permission – once everything and everyone is secured – to pursue your personal dreams. We will coach you to help define that purpose and the path to pursuing it. Your life takes on a brilliant luster when you start to use your means in a meaningful way.
To learn more about how we can work together on your financial goals, contact our team today.
