Of all the services we offer, this is the most intangible, yet also the most beneficial. This is the art of “seeing the big picture”. This is seeing the forest instead of the trees (trees being specific financial planning issues—funding retirement, education, estate planning, etc.).
Money, in and of itself, is just a tool—a means to an end. The “end” is how that money is used to improve your life and get you to where you want to go. When we walk through an initial conversation with a new client and ask them what’s important to them, rarely do we hear about growing a portfolio as big as possible.
Instead we hear about their families, helping those around them, engaging in a second career, giving their time and talents to those less fortunate, and generally speaking, working to make a difference in their world.
Money only comes into the discussion as a facilitator of these things. Financial security allows the people we work with to pursue their true passions. This is what wealth management is—being able to see the “big picture” and then structuring your affairs so you can do what you want, when you want, without having to worry about the money.