The clients that we have invited into our practice become long-term relationships, through good markets and bad, because we have taken the time to fully understand their dreams and aspirations and are determined to make their financial destinations a reality.
After a long and successful career, you’ve left the daily grind to live life on your own terms. But you’re not letting time pass you by as you sip lemonade in a rocking chair. You’re a doer. Whether it’s managing a charity, working as a consultant or taking care of your grandkids, your calendar is just as full (although maybe there’s a bit more golf than there used to be). You’ve still got plenty of energy and need your money to last a LONG time. But you have a lot to accomplish now, such as vacationing in Europe, donating to charity and setting up college accounts for your grandkids. How do you strike the right balance?
You are hard-charging through the prime of your career while trying to stay involved in your family’s daily life. Your kids sure did like that private college tour you took them on a month ago, but have you seen the cost of tuition these days? You want to hit the slopes while your spouse wants to read a book on the beach, but you both feel guilty because you wonder if you should be setting more money aside instead. You just want to know what you can and can’t afford. Your lack of emergency funds keep you up at night. And you still want to hit those slopes…where to start?
You’re in the early stages of your career and you’ve figured out what you enjoy and what you’re good at. You save a little each month, but you wonder if you should be saving more, and if so, how much? Your spouse is ready to start a family, but you wonder if you can afford it without completely sacrificing your lifestyle. In general you feel like you’re making the right decisions, but you’re not sure, and you wonder how much time it would take to figure it out for sure. Being able to tap the advice of a professional sure would help...