Do I have enough? Can I walk away?

Accelerate your timeline! Even more important than the question of “Do I have enough?” is “When is enough, for you?” Rather than a tax tactic or investment strategy, the real discussion is likely more of a philosophical one, centered around your values and what is truly most important to you.

• “Can I take a sabbatical, or ‘retire early’?”
• “Can I now pursue my second dream career?”
• “Can I spend more time with my family?”
• “Can I leave a legacy to the charities and causes that are dear to my heart?”

Engaging in an intentional process can help clarify your true values, and define what is truly important to you, and what kind of lasting legacy you would like to provide to your family, your children, and your community. Our work typically goes beyond the tactics and strategies of sophisticated investment management or financial planning, but rather life and career planning.