Our process begins with endeavoring to understand each client’s personal mission, spiritual beliefs and/or core values. We believe there is no way for us to create a viable financial plan for you unless we understand as clearly as possible what you see for yourself as your life’s meaning, purpose or higher calling. This could range from actively contributing towards ending world hunger, to raising the best kids you possibly can, to setting foot on each continent, to being sure a special needs grandchild is always provided for… the possibilities are limitless. This is why our first step is to understand YOU.
Centered Wealth Plan
Next, we couple our understanding of these larger values/goals with a more traditional financial planning approach to develop your Centered Wealth Plan. This plan provides traditional projections for things such as retirement planning and education funding, as well as outlines recommendations on aligning your core values with the financial decisions you are faced with currently, or may be faced with in the future.
Centered Wealth Portfolio
Finally, we construct a portfolio proposal that integrates this personalized Centered Wealth Plan into the current global socio-economic, political, and environmental investment megatrends to create your Centered Wealth Investment Portfolio solution. We believe that when our clients align their investment choices with their deepest core values they become more committed to their own success.