Values
The Wise Begin with the Whys
To best design your financial future, we learn about your present situation, how you arrived at it, and how it may change over time. We listen to your financial story, unearth your core values, and visualize how you would like to live the rest of your life.
Sample Value Statement
Relationships:
- Our marriage and our kids
- Family first
- Mentorship
Lifestyle:
- Health
- Happiness
- Volunteering
- Working out
- Reading and learning
- Traveling
- The pursuit of Enlightenment
Financial & Professional
- Financial security and protection
- Using money for comfort and reducing stress
- Hard work and understanding the value of a dollar
- Meaningful, responsible, and respectful use of money
Character:
- Being good parents, spouses, and friends
- Helping those less fortunate
- Kindness and love
- Thoughtfulness
- Trustworthiness
Vision
Clarity Dictates Everything
We translate your narrative into a shared understanding of a personal mission. Your values, goals, and financial vision are presented and discussed thoroughly to confirm we are aligned. These concepts are crystallized in a document we refer to as your Compelling Vision of the Future. This single page of bullet points represents, in your own words, what has to happen in order for you to feel great about how you’ve lived your life and what you’ve accomplished in it.
Sample Vision Statement
Over the next 20 or so years:
- We do the best we can to provide the best possible life for our family
- Our children grow into kind, loving, sensitive, trustworthy, well-educated, and productive adults, who also understand hard work and the value of a dollar
- We work hard in our respective professions, helping patients and students live healthy, active lives, while also having the opportunity to serve in numerous leadership and mentorship roles with our colleagues
No matter how fast life seems to be going, we always pay attention to our health and well-being by:
- Working out
- Reading and learning
- Celebrating our love for each other
- Nurturing and visiting with our spiritual selves
By the time we are ready to retire—whether that is in 10 years, 30 years, or somewhere
in between
We have built a stable financial foundation that allows us to maintain a comfortable standard of living and that can withstand all different kinds of financial and economic conditions
If we decide we want to own a second home, we do so and have are able to spend plenty of time enjoying it
We become increasingly involved in our community—both locally and on a broader scale—through volunteering and charitable giving
Any wealth that we do not use during our lifetime is passed on to future generations in a manner that encourages responsible
stewardship, minimizes taxes, and avoids legal complications wherever possible
Vista
To Improve is Good; To Optimize is Sublime
We look at your likely future given your current strategy. With that basis, we thoroughly explore all of your options and employ our Optimize Method to ensure a measured and reasonable pursuit of your ideal.
