When life changes, money changes. And when money changes, life changes. Life transitions are at the heart of what drives our relationship and advice with clients. We help our clients prepare for, and lead them through, major financial life transitions like retirement planning, a job promotion, an inheritance, the sale of businesses, loss of a spouse or passing wealth to future generations.
When going through or preparing for a transition, it is not planning as usual. Your assumptions about the future may have changed, or you need to re-examine the role money plays in giving meaning and purpose to your life.
When working with new clients, we find common needs are:
Our role is to take over what we can for you – we want you to delegate to us.
Because we know financial success is not a knowledge problem, it is an implementation problem. No matter how motivated or intelligent you may be, there’s a lot that can get in the way of follow-through. Not just time, but specific learned behaviours and the relationship struggles with money we all experience. Research has shown at the best of times, only 20% of us are ready to bridge that intention-action gap and make changes we know we need to make.
We bridge the gap between correct knowledge and effective action. Statistically, adherence is a rare thing. We vastly enhance the probability.
Giving good, independent advice requires us to do three things:
Collectively, this approach will help you create and realise your life goals.
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