When I was 6, I asked my grandmother, “Why can’t everyone be happy in life”. She politely told me that it is because not everyone knows what makes them happy.
Our focus are into endeavors of the heart. Your financial plans should be designed and benchmarked to what you envision as your ultimate life wishes. If it’s retirement, then let us help you create the vision of what that looks like in your later years. If it’s your children’s success, then there needs to be an educational process.
And if it’s trying to leave a mark in life, then let us help you shape it. Regardless, your financial plan isn’t about creating wealth. It is about making your wealth meaningful.