Our Redefining Wealth process offers value to our clients’ lives so that they can enjoy more balance, inspiration and fulfillment, while pursuing their future goals.
Linking our clients’ financial goals to their values and priorities in all areas of life, we work with them to identify ways to leverage their passions and talents so that they enjoy more purpose, balance and impact. We offer insightful exercises, introductions and events to help our clients explore their own 10 Dimensions of Wealth. This highlights areas for growth to improve our clients’ overall well-being.
- Discover ways to live a more fulfilling life.
- Find meaning from the hurdles that arise with the life events you encounter.
- Learn how to shift into a life with more joy, ease, and productivity.
- Learn to remove habits that dilute your energy.
- Amplify the gifts that you were meant to share.
- Learn how to make a bigger impact through your own unique contributions.
- Understand how past experiences shape your perspectives on money.
- Prepare financially for upcoming life transitions using a detailed timeline of your unique life situations.
Are you managing your money in a way that improves your life?
Believe it or not, not everyone does – in fact many people do not. Our Return on Life Index asks you to assess 10 aspects of your life that relate to whether or not you are making progress. We identify areas where you can use your money more effectively to make things better. And, importantly, celebrate the areas where you’ve made progress.
Our Return on Life Process
STEP 1: The Return on Life Index
Are you managing your money in a way that improves your life?
The ROL Index asks you to assess 10 aspects of your life that relate to whether or not you are making progress. We identify areas where you can use your money more effectively to make things better. And, importantly, celebrate the areas where you've made progress.
STEP 2: The Fiscalosophy Conversation
What are your perspectives on money and how did you arrive at them?
We've found that each person has their own perspective on 8 key aspects of money. It is important that we understand and appreciate how you think about money including how you got to where you currently are. Just as you can’t expect your doctor to diagnose what’s wrong with you without knowing your complete medical history, it is difficult for us to develop a comprehensive plan without knowing your Fiscalosophy.
STEP 3: The Lifeline
Are you financially prepared for life's big transitions?
We believe it's more important to focus on the significant life transitions you see in your future. Common transitions are paying for college, caring for an elderly parent, downsizing a home or transitioning to semi-retirement. These transitions will either add to or subtract from your wealth. Consequently, they will either add confidence or stress depending upon if you’ve planned for the transitions appropriately. We will create a customized Financial Lifeline for you that will specify exactly when to begin addressing these important transitions. We will incorporate this into your wealth plan that seeks to build wealth and manage it against future dangers.
