Net Worth Thinking Lens

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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.

Net Worth Thinking Lens

Retirement Planning

Will You Run Out Of Money In Retirement?

Take my quiz to find out if you have enough money to last you through retirement.

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Purchase the book

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.