When you are 50ish, your wealth building conversations encompass more areas of life, with more nuanced context directed by a widom that only comes from being 50ish.
The W.I.S.D.O.M. Approach to wealth building:
W – Wealth by design; as a professional and/or a business owner
I – Inheritance and gifts; yours and theirs at a specific time
S – Savings, Investments, Pensions and Assets in their rightful places
D – Death, divorce and dementia; preparing for life’s definites, and maybes
O – Organising, maximising and delivering a strong set of personal finances
M – Making time for what’s important in life; family, relationships and colleagues
Either way, you get to choose what parts you want to learn and what parts you want to delegate to me to action for you.
My mission in life is to inspire and empower you to make decisions that serve you best. It’s personal as I reflect on what my mother could have and would have done had she met someone like me aged 50ish.
My promise to you is clarity, informed decision making and zero jargon.
You are welcome to schedule a complimentary Synergy Session with me to give us both an opportunity to determine if we are a good match. This Synergy Session comes with a few questions to answer in advance of our call, a zoom link, and a structured conversation that allows us to hone in on the one area that is most pressing for you now.