What would you do if money was no object? This is one of the first questions we ask our clients. As you may guess, responses include retiring early, spending quality time with their toes in the sand, sending their child or grandchild to their dream college and volunteering for a favorite cause. While these are all great answers, I encourage my clients to dig a little deeper … and think about what they really want out of life. We are passionate about aligning your wealth to what is most valuable to you. As we all know, money is important; but it’s just a vehicle to help you live a full, enriched and rewarding life. For us to create a personalized financial plan for you, we need to understand your values, motivations, aspirations, dreams and hopes.
What does this process look like? During our first meeting, the goal is to discover what motivates you to get out of bed every morning. Instead of droning on about the market, inflation and interest rates, we believe the first step is to ask you what is most important to you and your family. This can be anything from building your dream house, spoiling those precious grandbabies, providing for a loved one with incapacity issues or buying that beautiful car you’ve been eyeing. There are no right or wrong answers – this is a safe place of unbiased, open communication. Our goal is to listen, sometimes helping to push you to dig deeper as you share what really is your vision of future happiness.
To create a financial plan that supports the important “puzzle pieces” of your life that were mentioned earlier, we begin by asking these questions:
These queries may make clients uncomfortable, lead to an awkward silence and even tears. Our emotions are real and often become the energy that motivates us to live our better lives. Many times, this uneasiness leads to deep inner reflection – and draws out an important piece of the puzzle. To prepare for the discussion, we suggest you think about three considerations:
You deserve to live your most rewarding, authentic and full life. A Registered Life Planning advisor can be a vital component of getting you to your happy place. We would love to have a conversation today. Visit our Start Here page for more information.
Ellerbrock-Norris Wealth Strategies is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.