You and your financial advisor should be aiming toward a state of independence—that state where you have the time and money to live the life you want; Free from having to be somewhere you don’t want to be and having to do things you don’t want to do. Free from the worry of gains, losses, and taxes too.
If you already enjoy that independence, then you and your advisor should be focusing on making sure you don’t lose it.
Beyond that, and if you still have the appetite for, and time to take investment risk, you should be shown ways to expand your interests into new territories by growing your net worth and planning how you’ll transfer your wealth to someone else after you die.
You can achieve that independence, security and growth with a more comprehensive approach.
By relaxing your focus and zooming out on your entire financial picture, three distinct components stand out – Investments, Taxes & Planning.
If you take this approach—if you widen your scope to include investments, taxes and planning together as a system—you will realize that there’s a lot more to financial planning than just putting a pie chart together. I will show you that financial planning is so much more than hot stock picks and a fluctuating dollar amount on your monthly account statement.
People rely on us to help them finance and preserve the lives they want or already have.
We do that by bringing three things into harmony with one another; Investments, Taxes and Planning.
Like the circles of a Venn Diagram, the three should overlap. The right overlap maximizes certainty about having the money you need to live the life you want.
If you get this right, money can work for you instead of you working for it. With these aspects of your life in order, you can focus on what matters most: your goals, aspirations, and desired lifestyle.
This order equates to independence. That’s what we’re aiming at for you. You CAN live life on your own terms. You CAN achieve this if you approach money management this way.
What Kind of Future Do You Want?
At some point in the future, you’ll look back on the financial decisions you’ve made. Those decisions will bring either regret or contentment. Which one depends on the choices you make today.
The right approach to money management will produce the freedom and certainty you needed to live better. Schedule a 15-minute intro call using the booking button below. We’ll listen and explain how a partnership with RMG Advisory Services can help you get the future you want.
