Any ﬁnancial planner worth their salt will say they prefer to work with successful people. Who wouldn’t? But we don’t deﬁne “successful” the same way everyone else does.
Successful is not synonymous with “wealthy” or “rich” or “well oﬀ.” Because to our minds, you can be successful and be a rather unpleasant person who’s out to do little but improve their standing. No thanks.
Success has less to do with the money you’ve made or were able to hold on to, and far more to do with what you’ve created and contributed to the people and world around you.
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Money is an expandable and expendable resource. But time is limited, unpredictable, and scarce.
And at the end of the day, simply having assets doesn’t change your life unless you use them to spend the time you have doing what you want most.
We believe the way you make the most of your time today will determine what your tomorrow looks like.
We use and leverage assets the way a builder uses wood: It’s the material that holds, and what we have to use to build what you want.
But when you look around your house, you don’t see a structure made of wooden planks, and that’s certainly not how you’d describe it. You call it home.
The assets matter not because they’re assets, but because they give structure and shelter to the place you want to spend your life.
Money in and of itself has value, but no meaning besides what you give it. Where one person sees property, another sees adventure. Where one sees luxury and comfort, another sees none of the trappings of wealth.
We aren’t just about sums or standard deviations. We’re about how to take what you have and help you derive not just more money from it, but more meaning.
It’s our job to help you see and leverage all of them, so you can choose how you spend your time.
No one can promise you that later is better, or that tomorrow will give you more than you currently have.
What we can tell you is that tomorrow can only take care of itself if you set it up for success.
We help you to make the decisions that you might be tempted to put off until tomorrow. Because the only time you have for sure is right now.
Our work has about as much to do with asset allocation as surﬁng is about standing on a board.
Sure, that’s part of what makes surﬁng happen, but there’s far more to it than that. You have to anticipate water, force, and momentum, and if you’re not aligned with any of it, you won’t be standing for long.