Most people are asking three financial questions: how much is enough? Will I always have enough? Will it always be enough?
Our job as financial advisors is to help you navigate the challenging questions surrounding your financial resources. Most people start out with a specific financial question that fits into one of these three categories.
Perhaps you’re wondering if you have enough money to retire comfortably. Maybe you’ve been working toward a second career and need capital or supplemental income. You could even be evaluating a number of philanthropic or estate goals.
Starting with the specific issues that are on your mind, we’ll help you answer these questions and implement an effective plan to help you feel confident that you’ll always have enough.
By connecting with each client’s core values and passions, we help people answer questions like these.
“enough” is an elusive term. An immanently quantifiable expression of many things that are innately intangible—Success, Satisfaction, Impact, Purpose, Relationship, “enough” is more than the sum of your future expenses. As Financial Advisors, we try to connect to these things that really drive your present and future. This way you can maximize your wealth, which is much more than money. We call this Pursuing your Passion, and its more important than pursuing wealth.
And then we help them fund their passions and manage their finances in a way that’s both sustainable and highly effective.
One of the most fundamental aspects of what we do is work to create sustainable income streams for our clients. We have many tools at our disposal in meeting your income needs. For us, the most important part is avoiding the risks that affect your income negatively while simultaneously earning consistently rising cashflow in your portfolio.
If pursuing your passion is more than just pursuing wealth, then simply generating passive income isn’t enough. We focus on developing a financial architecture that more effectively drives you toward what matters to you. You can more effectively meet your goals when you have the appropriate retirement plans, capital funding, savings for your children’s future, giving strategies (think donor advised funds or family foundations), and legacy assets. Your financial architecture, when properly set up, can reduce your tax liability, simplify your day to day financial life, and create ways for you to engage future generations to be prepared to steward your legacy.
We bring together a lot of moving pieces in the effort of creating a future together. But we don’t just leave you with a laundry-list of complicated to-dos. We strive to work actively with your other financial professionals to manage each piece of the puzzle so you can focus your energy where it counts.
