You don’t want to worry about your money – you want to use it to make your life better. Maybe that means an early retirement, maybe it means being debt-free. Maybe it means financial independence, however you define it.
You are hard-working and are (or were) good at your job, but you’re no financial expert. You’re a good saver, but you don’t have the time or desire to manage investments or figure out if you are on track for your financial life goals. You know money can’t buy happiness, but financial anxiety is affecting your quality of life.
We call our process Life-Focused Wealth Management - planning that happens at the intersection of your money and your life. The balance of your accounts and the amount of insurance you have is important. But your needs, wants, and concerns guide the planning process. Schedule an introductory call - without cost or obligation - to learn more about our way of doing things.
