We believe that prioritizing work / life balance is what will enable us to be successful over the long term. This is a marathon, not a sprint. And we believe in balance for our clients, too. Our top priority is NOT helping our clients be as wealthy as possible when they die; rather, our goal is to help our clients manage their finances to support them in living a life in alignment with what matters to them both now and in the future.
I’ve also come to understand, at a much deeper level, that the financial planning work we do isn’t so much about achieving every goal exactly as planned – it’s about making great financial decisions over time that build resilience and flexibility so that no matter how things unfold, you feel empowered to handle whatever comes your way and can still make decisions based on what matters most to you.
Given the continued volatility and declines in the stock, bond, and crypto markets, we wanted to reach out with an update on what’s going on and provide a few timely opportunities for you to consider - silver linings of a difficult period in the market. If some of these timely opportunities apply to you, we’ve likely already communicated one-on-one about them or they’re on our agenda for our next meeting, but we’re sharing them here as well just in case.
