Purposeful Wealth Approach
We begin with an emphasis on core values, as values drive goals, and goals drive decisions. In fact, values-based decision making provides greater, sustainable, impetus than goal-based decision making alone. Unless the 'why?' is compelling, the 'what and how' are irrelevant.
We guide you through exercises to uncover your goals, money personality and investor risk profile. We then compare these results with what you've already done, and where you want to go.
We provide written summary notes from our meetings. We prepare written recommendations and implementation plans.
Working together, our clients develop an organized approach to financial independence, income sustainability now and into retirement, family legacy and social impact.
We reach agreement with clients on the timing of regular reviews: quarterly, semi-annually or annually as their situation dictates.
Life doesn't stand still. Neither should your financial plan. Over time, we'll update and amend your plan to enhance, protect and eventually transfer your wealth.