Focus, Function, Family, Freedom
By looking at all aspects of your financial life through a Net Worth Thinking Lens, we can create a fully realized, integrated, long-term financial plan. Consider it a 100-year relationship because we help you build intergenerational wealth and a lasting legacy.
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It’s a fallacy that the affluent are well served.
They may have their choice of fabulous hotels, spas, coveted seats at sporting events, and tables at five-star restaurants, but when it comes to making long-term decisions about their money, they’re not getting the help they need. In Susan O’ Brien’s book she discusses what a real financial plan looks like using a net worth thinking lens and why it should start at the end, not at the beginning.