Great chefs know that one key ingredient can make the difference between a good dish and an extraordinary dish. Maybe it's sourced from a very specific region, or it's a secret addition at the last minute that elevates all the flavors perfectly. They simply couldn't imagine cooking without it.
In many ways, financial planning is like creating a recipe — a personalized set of steps that come together as a successful financial future. When I get to know my clients, there's one important ingredient that I find makes the difference between a one-size-fits-all financial strategy and one that truly fits your life, your needs, and your hopes for the future.
It's the ingredient I look for as I learn about what matters most to you. It's the reason I spend time getting to know you as the first step in my process.
That special ingredient is your goals.
"My clients' personal goals drive everything I do," says Scott Pritchard, Founder and CEO of One Under Wealth. "Their goals inform the kind of advice I give, they help shape the financial strategy I recommend, and they guide me along the way as I measure progress — whether it's something a few months or years out, or something much more long-term."
My clients' goals are as unique as they are — and listening is the only way to really learn and understand what's most important to them. Maybe it's preparing for an early retirement or making sure their grandchildren’s’ education is well funded. Maybe there's been a major life event, like a divorce or the death of a spouse, and it's time to create some new goals for a different future.
"It's all about getting my clients where they want to be," says Pritchard. "Ultimately that could be a number, or a year, or a life milestone, but I look at the broader picture and ask what it will take to get there."
What are some of your goals? How can I help you get there?
