Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.
In our business we speak with clients about investment diversification, performance and risk, but there is so much more to having a rich life. Money is a tool that adjusts the machine of our savings to meet dreams, needs, and aspirations. Goals for living a full life is the purpose of an investment plan. The conversation we need to have is about what you want to achieve in living a good life and the tools you need to get there.