Sometimes a crisis leaves us with scars that do not heal; sometimes a crisis teaches us lessons we can use when it has passed. So what have we learned from the stock market, how we live and spend money? How the experience of 2020 will affect our lives after the virus has retreated? I have the honor of engaging in conversations with clients who have been reevaluating their definition of success in life. Many are making sure that their deepest-held values overlay their most important goals and that their long-term needs and wants balance their short-term ones? They ask themselves how much is “enough” and want to know whether they are on track to achieve financial peace of mind rather than reach a predetermined portfolio size? Let's turn the lens on you. Read on for different angles from which to view how money may work in your life.
Dream. Plan. Prosper.