You are likely in your 50ʼs or 60ʼs. You are close to a welcomed, but colossal, transition in life. Your focus is shifting from wealth accumulation to preservation. Did you know 41 % of pre-retirees worry about maintaining the same standard of living they have now? And that 72 % of pre-retirees are concerned about maintaining even a reasonable standard of living?
A critical time for reflection are the few years prior to retirement. A time to solidify plans for the next 20 or 30 years of your life. A time that requires preparation more than any other. What steps have you taken to ensure accumulation, preservation and enjoyment of your wealth? How does your wealth serve your core values, objectives and pursuits? Is your wealth EFFICIENT?
We can help in your pursuit of efficient wealth.
A wealth sounding is a measurement of the conditions and aspirations of your life, your work and your wealth. Your wealth sounding is the beginning of a comprehensive process that involves discovery through thought provoking questions about your objectives and pursuits. Your sounding considers inevitable changes in the markets, legislation, and most importantly your life. The sounding process challenges conventional wisdom and develops personal strategies for you to achieve your goals. Lastly, the sounding creates a roadmap and ensures accountability towards diligent execution of the plan.
Although a wealth sounding is a powerful and beneficial process, it’s not for everyone. Not because everyone doesn’t deserve the opportunity of the pursuit of efficient wealth, they do. It’s not for everyone because it’s a larger commitment than most people want to make. It takes time to build a more efficient plan that’s geared towards helping create sustainable, long-term success. Unfortunately, most people are conditioned to focus on short term gains or avoiding short term losses. We work with people who see that the only way to achieve sustainable success is to follow a comprehensive, disciplined approach with long term goals. And that process starts with a wealth sounding.