Broker Check
The Core Question

The Core Question

| March 19, 2021

The core question driving the advice and planning world has been, “Do you or will you have enough money?” Little wonder then that advisors spend so much time validating allocations (pie-charts), investments, and returns, thereby creating a never-ending dynamic where they must constantly justify how they are doing on a relative basis—resulting in a game no one can win.

The central question should not be, “Do you have enough money?” Instead, the central question should be, “Are you getting the best life possible with the money you have?” This question places the emphasis where it belongs: on behaviors that produce results. It’s the foundation of life-centered financial planning and the ROL (Return on Life™) approach.

If you are ready for a different conversation, then reach out 303-793-9350,  and let’s schedule an introductory meeting  there is no cost as it’s just a conversation, we don’t bite!