As an independent firm we are compensated solely by our clients. We have no obligation to any particular firm or product and enjoy the freedom to make recommendations that are objective and unbiased.
Your tailored Life Plan – Purposeful living for a better return on life (ROL)*
The difference between planning and advice is that planning has an end goal in mind. We believe financial planning should focus on making your life plan a reality.
Vida is the Spanish word for life, It’s also an acronym for the philosophy we ascribe to in helping our clients lead the best life possible:
How much is enough
Have you ever watched a hamster running in a wheel? All that running, all that effort, day after day … But the poor little critter never really gets anywhere, does he?
Many of us feel the same way about our money.
Are you sacrificing today for “someday” or “one day”?
For many the hope is that someday, they’ll be able to enjoy the fruits of all that hard work. Unfortunately, more often than not, “someday” never comes. If your goal at your work and in your financial planning is just having enough money, you may never feel like you have enough.
You might think that this “never enough” mentality ends once a person retires. In fact, it just transitions into a new, related worry: “Am I going to run out of money?”.
At the end of the day, your money is not the shore you’re sailing for. Your money is the sail. It’s the tool you use to get where you want to go. So instead of asking yourself if you have enough money, ask yourself a better question:
Am I managing my money in a way that’s improving my life?
We don’t want you just to “have enough money.” We want you to live the best life possible with the money and resources you have.
What’s truly important to you? The people whom you love. The causes that are dear to your heart. The activities that keep you feeling fit and full of energy. The hobbies that put your unique skills to use. The opportunities for learning and self-discovery that enrich your understanding of the world and of yourself. The wisdom that you will pass down to your children and grandchildren.
We believe that aligning your financial plan with these values is every bit as important as analyzing your tax situation or managing your investments.