Is Your Money Being Used To Improve Your Life?
Return on Life (ROL*) represents a philosophical shift in how we work with our clients. In addition to helping you make smart decisions with your money, Return on Life shifts the focus to helping you live the best life possible, with the money you have, based on your values and goals:
- What is most important to you?
- What challenges and opportunities are you currently facing?
- What are your preferences and behavioral constraints?
- What key transitions are looming on the horizon?
“Everybody has a plan until they get punched in the mouth”Mike Tyson
One of the most important benefits of goal-based planning is simply forcing you to think about what matters most in your life. The process of defining goals, estimating savings needs, and then weighing tradeoffs to meet future goals transforms investments from a simple number into a tool that makes your life better.
Comprehensive Planning Tools
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