Enjoy the journey to your destination of financial independence
Enjoy being cared for as a person, not a social security number or an “asset under management”
Enjoy seeing your financial picture in one place online or on your smart phone
Enjoy knowing you have a plan to get on track
Enjoy articulating your vision of financial independence. As you hear your own words and see them being captured on paper you began to feel that one day financial independence may be a reality.
Enjoy having us help you get financially organized. You outsourced the development of the plan to us. Our tools and expertise showed you options to leverage your cash flow, investments, insurance, and tax deferral to increase your probability of retirement readiness.
Enjoy finding out about subcontractors who have specific skill sets to build strategies that lowered your risk of running out of money, tempered the swings in your investment returns, and help you get more from your savings. Your vision was built on a solid foundation. We made plans to keep your dreams for you and your family on track in the event of unemployment, disability, pre-mature death and long-term care.
Enjoy periodic meetings settled nerves and increased your confidence that your plan for financial independence was being built. Rather than being stressed out, you are able to focus on your career, your children, the people you love and the passions you enjoyed.
Enjoy checking off major milestones such as paying for college, buying a boat, moving into your dream house, a permanent retirement, etc. You may choose work during “retirement”. Your financial independence, allows you to work based on your love and passion for your career and not the money. In fact, you may want to work for your favorite charity and donate your income.
Enjoy working with someone who not only ethically but also legally is working in your best interest. That someone other than you is taking care of something that’ll serve me well and that you don’t have to be its engineer to know it’s good for me.