When it comes down to it...
Wealth management, retirement planning and portfolio management all have three key outcomes in mind:
- What is the net result of all your efforts?
- Is your net worth growing, stagnating or depleting?
- Are there any adjustments you need to make in order to be more aligned with your desired long-term path and plan?
Our Stages of Financial Freedom® Roadmap is an excellent tool to help you think about and articulate your answers to all three questions. All to often, high and ultra-high net worth individuals can get caught in the weeds, obsessed about one component of their finances while unknowingly neglecting others. This is where this big-picture view, along with our broad and detailed work can help you.
We often give prospective new clients an immediate value-add taste of how this tool is useful. If you request, and we agree to meet with you to review your financial situation, we will likely take you through our proprietary Stages of Financial Freedom Exercise. This is an excellent way to pinpoint your goals and your needs as we uncover opportunities for improvement.