DISCOVER, PLAN, LIVE
It sounds easy.
But how many of us ever discover our heart's desire?
Or build a plan for making it come true?
Or live with the delight that can only come from real freedom?
Too few, we think. Which is why we've developed a unique set of tools for working with our clients - tools designed to keep your focus (and ours) right where it belongs:
On making certain that your financial life plan™ stays aligned with the values that you live by.
Discovery sounds like a philosophical exercise, and we suppose it is.
Unless it's a psychological one.
Either way, the first step toward freeing yourself from a lifetime of financial limitations is to reach beyond the quantifiable into the potential, the possible, and maybe even the fanciful. Here we step away from what you've been doing, and instead set out to discover what you'd like to be doing.
Not with your investments, but with your life.
See for yourself.
Click here to sample some of the thought-provoking questions that help begin the discovery process.
They do call it Financial Life Planning™, after all.
So once we've learned what's important to you, and once we've armed ourselves with all of the relevant financial data, we begin the planning component.
Typically, we come back with detailed recommendations and a number of alternatives. All carefully researched, deeply informed, and not just based on the best financial data and practices available, but on your goals and your values.
Dreams about retiring early may turn into plans for never retiring at all, if we can help make your work more rewarding. And ideas for distributing your estate may turn into plans for establishing a lasting legacy.
In other words, our recommendations may do more than surprise you. They might even change your life.
After we've discovered exactly what you want to do with your life, and made a plan for doing it, what's left?
Only the good part: Living.
Some of our clients have seen their lives take off in new directions as a result of our work together. Others have resumed their prior routines with renewed vitality and deepened commitment.
But both groups share a clarity of purpose that their lives didn't hold before. And both enjoy the freedom of living as fully as possible according to their own values, minus the headache of complexity and the heartache of uncertainty.
THE CYCLE GOES ON.
Since life is itself a process of discovery, we keep tabs not just on your investments, but on your changing circumstances. As time goes by and your goals and priorities change, we'll be there to make sure your financial life plan™ keeps pace.
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