LOOKING TO ACCUMULATE & GROW WEALTH
STRIVING TO PRESERVE & PROTECT WEALTH
SEEKING TO DISTRIBUTE IT TAX EFFICIENTLY
WHAT'S IMPORTANT ABOUT MONEY TO YOU?
This should be the fundamental question leading our financial conversations. Have you ever asked yourself this question? Do you know the answer? If you do that’s great. If you don’t, no worries we will figure it out together. Examples of typical responses:
I don’t want to become a burden on my kids
I don’t want to outlive my money
I want my family/children/spouse to be secure
I want to leave a legacy/be significant/gain influence
Values Based Financial Planning is about discovering and fulfilling what’s important about money to you.
Now, What's More Important Than Money To You?
Less commonly asked but equally important to your Values Based Financial Plan. Examples of typical responses:
What is in common to all these? It is that you need to do them yourself. You can’t delegate the participation in your relationships, health, or travels, to anyone else.
Now ask yourself this: Out of 168 hours a week, how many hours would you like to dedicate to the more important than money, while delegating your financials to me?
I'd love to hear from you
Values Based Planning
Internationally experienced financial professional with a wholistic method named Values Based Planning.
Specialist in creative retirement plans seeking to provide retirement income with a tax-saving approach.