In November, the Pew Research Center released the results of its study about what makes life meaningful. In the US, material well-being ranked third, after family and friends. What does that mean to financial advisors like us? Simple – we are doing our best work when our planning helps our clients to focus on the important things. When your finances reflect your values and you feel confident in the plan we have developed together, we know we’re on the right track.
Our clients are the focus of our financial planning process. We want to ensure that the work we are doing with you, and behind the scenes, frees up your energy for the meaningful aspects of your life. It should also give you a sense of assurance about your finances, in spite of the unpredictability of stock market performance.
The Watercolor Financial Group team is spending the next several months further refining our financial planning process with these goals in mind. If there is something that you want to be sure we consider, we would love to hear from you.
Megan, Bleckley and Cass