Wealth Management

Wealth management? What does that term really mean anyway? It’s certainly about more than merely moving your money around, right? The truth is, it’s about your life, your family, your future and your legacy. Managing your wealth should be about more than confusing terms, complex formulas and convoluted theories. It’s about seeking the answers to the real questions that need to be asked. We use our Dream Bucket™ life coaching program to integrate and expand your “life plan” into your Wealth Management plan. During our ECD Discovery (Life and Financial Expectations, Concerns and Dreams) we ask lots of questions, such as:

• Where do you want to go?
  • Is the focus on maximizing your net worth?
  • When do you want to retire, or do you?
  • How will your life change over the next 3 years?
  • How will your life change over the next 10 years?
• Are you on track for a comfortable retirement?
  • Are you saving enough?
  • Is a business transaction part of the equation?
  • What keeps you up at night?
• What do you envision retirement will look like?
  • What's on the bucket list (first step to Dream Bucket™)
  • What will make you want to get up in the morning?
  • Do you still want to work, just part time?
  • Is there a new life journey?
• What really motivates you?
  • Family
  • Community
  • Legacy
  • Fun
  • Health
  • Each of these can become their own Dream Bucket™ as part of your personal Life Plan.
• Do you have a plan?
  • This is what we help you do. We use our Dream Bucket™ life coaching program to help you through defining your ECD (Life and Financial Expectations, Concerns and Dreams) and developing each Dream Bucket™ as part of your life journey. We believe that a Wealth Management plan just doesn't work unless it is driven by your Life Plan.