Our clients tend to have big ambitions. We love that—and we love helping you get to where you want to be. Sometimes, the path to arrive at those ambitions may seem unclear or overwhelming. But having big plans for your future, and knowing there’s work needed to attain them, doesn’t mean you have to be focused on them all the time.
We can’t control the future. But we can have some control over the present. By talking with your family about the current state of your finances, your future plans, and your wishes for your estate after you’re gone, you’ll help everyone put their best foot forward and prepare for whatever is to come.
Before you start working with a financial advisor, you should ensure you’re partnering with the right person for you; someone you can trust and work with for the long haul. Here are a few questions to ask to learn more about them before you hire a financial advisor.
If the thought of deep diving into your financial assets has you feeling stressed, you aren’t alone. Managing your finances doesn’t have to be such a cause for concern. Your finances should support your ambitions and care for your loved ones, not add to your workload.
Longevity is often cheered as an achievement, but the downside of living well beyond one's average life expectancy is that it can strain (or worse, completely deplete) an individual's financial resources.
Even people who think they've ticked off all of the usual boxes on their estate-planning to-do lists may have overlooked an increasingly important component of the process: ensuring the proper management and orderly transfer of their digital assets.
