What are your goals? What does success mean to you? Where do you want to be in 10 years? 20 years? 30 years? What do you want to do in retirement?
Most likely you can answer these questions easily, but at the same time your answers are probably fairly personal and differ from others around you. The good news is that’s okay. There is no set path or special formula in building a wealth plan, it’s about your needs and goals.
We’ve found after working with clients from all walks of life; business owners, doctors, lawyers, managers, sales representatives and so on, that the single most important factor in wealth planning is clarity. That’s why we have a unique process at Beyond Wealth that focuses on achieving clarity about your goals and your definition of success. We also work to ensure you have a clear understanding of what you are planning for. We know that when we establish clarity as the foundation of the planning process we are able to establish a wealth plan that works.
Wealth planning does not need to fail. But effective and successful planning does not happen by accident, either. It requires patience and clarity to make it work.
We know that choosing a financial advisor is a huge decision that can have a lasting impact on your life and legacy. We would be honoured to talk to you about your goals and wealth plan and help you along your journey.