A well-designed plan is one you believe in.
Documenting your values and aspirations helps align your current behavior and financial decisions toward your most important milestones — giving you the best chance of intentionally shaping your legacy.
Life is fluid and will introduce the unexpected. Effective planning should adapt to changing times, fluctuating markets, and evolving circumstances to continuously identify the most appropriate way forward.
FOCUS 2017, by Courtney Martin and Wendy MacNaughton
“The freedom to shape our lives in ways consistent with our character and loyalties… is profoundly affected how things ultimately turn out.
In stories, endings matter.”
Our core beliefs
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Clarity about what matters provides clarity about what does not.
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Focus is the key to improving virtually every aspect of your narrative.
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Money is not wealth — it is a means to pursue your desired impact.
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Wealth is the ability to experience life with choice.
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Investor behavior, more than investment selection, drives outcomes.
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Compassion, infinite in capacity, can make you thrive.