People can truly focus on establishing their legacy only after they feel genuinely secure about their own financial independence. Many of us have deep-seated fears about losing our money and being unable to provide for our family. Our sophisticated financial models and The Fear Eliminatorâï¿½¢ seek to reduce our clients' financial anxiety and help them look to the future with confidence.
Our Guided Conversations help you explore how you want to use your wealth to create the life you want. We help you understand that the amount of money you need can be calculated. Together, we determine to a reasonable degree of certainty the actual amount of money you need to live the life you choose. We show you the process, assumptions and variables we use to determine the amount of money you need to be financially secure. We then create a custom portfolio for you and show you how we integrate your portfolio with your financial independence.
Our process can help you set aside your anxieties about your own financial independence and can often feel as if a weight has been lifted off your shoulders. As you understand and accept that your financial resources can provide you what you need to live the life you want, you finally feel confident and free to imagine all the things that your wealth makes possible. This is where the fun begins.