Inherently, money has no value at all. It is a dull, lifeless, man-made creation designed to ease the facilitation of commerce. It exists as pieces of paper, coins, or numbers on a spreadsheet or statement. This is precisely why a traditional financial plan is uninspiring to most people. Having money without a life is about as useless as a 70 page document full of assumptions and data points!
The real value of money lies in what it allows you to experience. Money is an excellent servant to our lives, but makes for a horrible master. The more control you can maintain over your money and your financial decisions, the more control you will maintain over your life.
We recognize that based on their past life experiences, every person creates their own version of reality – no two people ever see things exactly the same way. We also recognize that the majority of financial decisions are made on-the-fly, outside of our office. Through our planning process, we strive to simplify your financial life and provide a clear framework for making consistent, intelligent financial decisions.
Our process begins with a series of meetings designed to uncover your money personalities and histories, outline the various life transitions you anticipate in the years ahead and understand your current level of financial and life satisfaction. This deep discovery process is required to ensure that the financial systems and infrastructure we develop for you is consistent with your desired lifestyle.
From there, we systematically work through each component of your financial life to discuss your personal experience and philosophies, outline the goals or objectives you would like to accomplish in each area, calculate your progress toward meeting those objectives, and clearly outline what action steps must be taken to live your life on purpose.
