Clients Achieving LMB Success
Share your aspirations. We guide you through a transformative financial planning experience to elevate your financial freedom and wellness journey. Envision how we can collaborate to empower your success.
Align: Values & Challenge
You are in your 40’s and 50s with one or dual incomes. Your 15+ years of corporate world success affords you a combined household income of over $200,000. Your young adult children attend college or are self-sufficient. As a team, you have built financial assets through individual, employer-sponsored, or equity compensation.
Aspire: What they want to achieve
Yes, you are saving and investing. However, you are uncertain of your retirement dollar “number” and your version of financial freedom or when that life stage begins. Conversations have uncovered desires for more time flexibility, improved self and family care, and better financial decisions that align with current and future goals.
You aspire to transform complex to simple and experience increased happiness and well-being levels that reduce worry and anxiety of uncertainty. You want to explore workplace pathways that include corporate continuance, exit, or entrepreneurship. You enjoy travel, recently traveled globally, and asked, “why aren’t we doing more of this?”
Achieve: Our Approach
We investigate the conversations that produce the questions and wonder to uncover the aspirations. The aspirations influence the motivation to change course and commit to necessary tasks to accomplish the bold life design. The clarity of the goals allows us to educate and make informed financial recommendations.
Life Money Balance: The Results
We helped identify retirement, “work-optional”, numbers providing clear guidance on the life stage transition timeline and selecting their financial freedom number. Provide an investment planning strategy to help “optimize life later”. Direct dedicated money and time toward one-global travel and quick domestic mico travel to answer “maximize life now questions”. The couple feels improved well-being by discovering their when, where and how.
Amir
Align: Values & Challenge
You are in your 40’ or 50’s, single professional with a six-figure income above $200,000. Your success affords you generous equity compensation through restricted stock units or options. Every year you ask, “am I optimizing my equity compensation to live my best life?” Another question is, “how do I make equity decisions that won’t hurt and help me advance?”
Aspire: What they want to achieve
You want to be informed. You welcome financial education that reduces worry and increases confidence, clarity, and control with your equity compensation strategy and how these decisions will affect your investment planning, tax planning, and financial freedom strategy. Life events are coming along, which may include a partner and a switch from corporate to consulting. Exploring money mindset is all the rave, and you want to investigate your relationship with money.
Achieve: Our Approach
We comprehensively review and present education and recommendations that help you understand and demonstrate an equity compensation pathway that aligns with your life planning goals, reduces uncertainty and incorporates your financial plan. Asking the right questions welcomes you to uncover the why that inspires your consulting aspirations. We investigate money mindset barriers and strengths that may contribute to financial and life planning decisions.
Life Money Balance: The Results
More confidence in your equity compensation provides more space to prepare for upcoming life events. You feel empowered to welcome a life partner and be bold in your consulting aspiration. Wealth building on your terms is essential, and going through the LMB process shows a flexible pathway you can embark on comfortably. Exploring your money mind requires vulnerability; however, you value the insight and can apply new discoveries to your journey.
Angela & James
Align: Values & Challenge
You are in your 40’s or 50’s and built sizable retirement assets through dedicated saving and investing ranging from $3 to $15 million. You made your wealth through successful business ownership or a professional career. You are ready for the next life stage, yet feel the need for “permission to transition” to your next life season. Your aging parents are heavy on your heart. Their care and quality of life are top of mind, as discussions of shared responsibility with siblings and geographical location considerations.
Aspire: What they want to achieve
The new life stage also welcomes the next season of marriage, new lifestyle adventures, and legacy considerations. “Exiting” is the primary conversation selling or transferring a business or choosing a “leave date” from the corporate world. You want to downsize your home, relocate closer to your parents, and have the freedom to travel and enjoy the new stage of your marriage.
Achieve: Our Approach
Begin the business succession process by evaluating the business and asking questions to discover your readiness and vision for the transfer or sale—present questions to investigate your conflict between willingness and transition to uncover perception-based reasoning. Develop strategies that help fund and balance your well-being first, along with your siblings, and consider your parents’ dignity.
Life Money Balance: The Results
The complexity of your aspirational life finds more clarity and control, knowing that your values and finances have more alignment and direction. Through sound financial advice, life planning, and compassion, you find joy in living your life while finding financial and emotional space for caring for your parents.
Collaborate with your Modern Financial Planner
Create your life’s design by aligning your aspirations with your finances. Use ideal financial advice to build wealth and achieve financial freedom with confidence.
Maximize your lifestyle now AND optimize your retirement future.