Random Thoughts – 04

Living life with mindfulness and intent is important.  Knowing what you want, planning to get it, and setting in motion the actions to realize your wishes is the way to go about it.

We are focused on helping clients get what they want.  Getting people to define that “want” is difficult, as so many people have just been forging along in life for years with their heads down, trying to get ahead.

You understand your priorities and have told your financial advisor, who listened, understood, and crafted a plan to help you make it happen.

I call our way of advising clients the “get rich slowly, most likely” method (only death and taxes are guaranteed…), as opposed to “work hard, keep your head down, hope it all works out, and buy lottery tickets as the backup plan”.

“Rich” is subjective, and not a number on a statement.  It should mean getting everything you need, then what you want, however you define that. 

That’s what we call success.

Alain

P.S.  Thanks to Jane for prompting me to write this to every other client.

Estate Planning Misconceptions

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