Advanced Wealth Management that Takes a Holistic Approach
Planning a Life Vision represents the bigger picture of your life. It is comprised of what you strive for in short, mid and long-term goals. Goals are individual experiences and accomplishments for which you strive whether tomorrow, in five years or after you retire. A Life Vision takes into account the entire picture: pursuing goals that are important to you and your family during your lifetime.
We strive to identify and help pursue what matters in your life
A Life Vision paints a detailed picture of who you want to be and how you envision your lifestyle. Through proper management of your financial resources, every goal and experience that you strive for is taken into consideration. Your Life Vision can involve your loved ones and family members and experiences specific to them and the family unit as a whole. So ask yourself: if your life was picture-perfect, how would it look?
“Strive to live the life of your dreams according to your Life Vision and purpose instead of living
by the expectations and opinions of others.”
There are many things that a Life Vision addresses
Because your Life Vision starts out as a blank canvas, we take a holistic approach to financial planning by starting from the beginning. This is why painting your very own work of art begins one brush stroke at a time. During your initial Life Vision Session, we review topics such as:
- Do you have a clear vision of your future?
- What are the greatest things that you’d like to achieve given the right circumstances and monetary resources?
- Have you established an action plan to achieve your personal and financial goals?
- Do you have a wealth plan to perpetuate your values?
- How confident do you feel about your future?
- How much money do you need to support your desired lifestyle and the one after retirement?
- What sort of legacy would you like to bestow?
We help pursue your Life Vision through Rembrandt SocietySM
During the initial Life Vision Session, a member will not be given a massive homework assignment in the form of an extensive questionnaire required to be completed on their own. Rather, we strive to simplify the process by sitting down with a member one-on-one and walking them through an in-depth, information-gathering process. Thus, guidance has begun even before the process has started.
Working with a financial planner that is right for you could help work toward your ideal lifestyle that leads into a robust retirement. To learn more about Rembrandt Society membership levels and to schedule your initial Life Vision session, contact us.
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