Your resources aren’t just financial…
…though, that is the area where we can do the most heavy-lifting for you.
We will also challenge you to consider how “softer” resources, like time, health, mental well-being and burnout fit into your financial decision-making picture.
Like most areas of life, finances don’t move only forwards and upwards. Throughout our lives, we’re presented with choices that make us prioritize some needs or values over others.
Do you want the job with longer hours that pays more? Or are you ready to cut back, give up some income and reclaim some time for other non-lucrative passions?
Do you want to sell the business at a slightly lower price knowing the exit experience will be smooth? Or do you want (or need) the top dollar price no matter how the exit experience seems?
Often times, we feel obliged to take the money because we don’t know what we really need to be OK. When questions like this arise in your life, we help you understand the short and long-term trade-offs of each available option so you can make great decisions.
Life would be a lot simpler if a one-time plan could give us a singular bulletproof path to absolute financial freedom.
As the world continually reminds us, it is not in the business of supporting our elaborate, predictive plans (looking at you, COVID-19).
Geopolitics, market events, lifestyle changes, new opportunities, unexpected challenges, and personal evolution can impact life today, where we want to go, and how best to get there.
We’ve learned that helping people live great lives is about helping them stay on course while being prepared to manage the unknowns. Our process is built to do just that.
We have an annual service calendar which ensures we take a deeper look at every core planning area on a timely basis. For both new clients and ongoing clients, we do annual “big picture” updates to see how all the parts of the plan fit together. These regular reviews help us stay proactive in making any necessary adjustments to the picture as factors of your life (and the world) change.
We’re happy to answer any questions you have as we get to know you during an initial consultation call, which you can book below.