discover PURPOSE:
IT ISN’T WHAT YOU LIVE ON. IT’S WHAT YOU ARE LIVING FOR.
IT ISN’T WHAT YOU RETIRE FROM. IT’S WHAT YOU RETIRE TO.
HELPING CLIENTS ANSWER:
WHAT DO I WANT TO DO WITH MY WEALTH & MY LIFE?
“Unless a person takes charge of them, both work and free time are likely to be disappointing.”
Life is both a journey and a process of discovery, and the greatest discovery is in ourselves, in finding our purpose. When we first sit down with each client, we ask:
What are your aspirations?
Who are the people you’re responsible for?
What are you striving to achieve/accomplish?
Why are you/were you working?
As you answer, we listen to help you figure out the next steps. Maybe you want to keep on working in a career you love or explore a new life in retirement. Many of our clients wish to give back through charitable giving, or devoting their time to community, church, and family.
WE SEE THE CREATION OF WEALTH AS A MEANS TO ACHIEVING PURPOSE. Through open, honest conversations, we’ll “talk it out” in a collaborative effort to determine the financial resources you’ll need at each stage of life.
By gaining an understanding of how you value the significance of your wealth, we begin to plan out a detailed roadmap to guide you on the journey toward your purpose.
