A Richer Life – The Three Components
FINANCIAL INDEPENDENCE
Almost everyone has financial independence as part of their dream. We long to have sufficient funds to live our chosen lifestyle without assistance from others. In other words, we want to have enough money to meet all of our needs whether we work or not.
PEACE OF MIND
Our number one goal is your “Financial Peace of Mind”. Peace of mind comes when you KNOW you are on track to reach your financial goals.
A LIFE YOU LOVE
“To love what you do and know that it matters, how could anything be more fun?” – Katherine Graham
Each of us has a secret (or not so secret) longing – a dream – to live the life we love. And, that dream is different for each of us. You want, and you deserve, a fulfilling life.
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“Destiny is not a matter of chance, it is a matter of choice.
It is not a thing to be waited for; it is a thing to be achieved.”
-William Jennings Bryant
A Richer Life Financial Planning was founded on the belief that people should use their money to create a fulfilling life – rather than using their life just to create money.
Financial Life Planning from A Richer Life begins with this assumption and focuses on your values and dreams. We utilize concepts and processes developed by George Kinder – known as the “Father of Financial Life Planning.” – to develop a comprehensive financial plan to achieve the life goals that are most important to you.
Our planning is holistic – it focuses on you, your dreams and your values – not just on your money. Our planning is comprehensive – we review every aspect of your financial life – goals, cash flow, insurance needs and protection, estate planning, investing, taxes, legacy planning and business planning for business owners.
