“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.
Martin Wealth Management 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 Martin Wealth Management begins with this assumption and focuses on your values and dreams.
Financial Life Planning is a discovery process that focuses on who the client is instead of just on what they have. It is a model where we demonstrate to you how every aspect of your life has an impact on their wealth-building or wealth-protecting process.
You are the client – not your money.
At the core of every Financial Plan we develop is the client’s ideal life. Every one of us has a reason for living, a purpose for our life. We uncover and create a vision of your life that inspires and excites you. We are more than money managers. We don’t want your money to grow just for the sake of it growing. We want everything you do to be in support of your ideal life.
“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