Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

This is some of our most meaningful work with our clients as we help them consider all they want to accomplish in their lives and prioritize what matters most. We help our clients weigh the tradeoffs, as some decisions today can impact future goals. We help clients evaluate these lifestyle decisions such as reducing work hours, which may result in having less accumulated toward retirement, or buying a second home which may mean less investment assets in the future. We help our clients dream about all they’d like to do or accomplish and forge a way forward to make their most important dreams come true.