Net Worth Thinking Lens

Is your financial plan really working for you?

Life doesn’t follow a linear path, it’s dynamic and constantly evolving. So why should your financial plan feel like a template? Over nearly two and a half decades, we’ve encountered high-net-worth individuals who rely on this flawed templated approach. It’s hard to gain confidence in a plan that isn’t built for you. 

That’s what prompted us to radically rethink wealth management and put our clients — not a static plan — at the center of decision-making. It requires a rewiring of how you view the role of your finances in your life’s plan. We call it the Net Worth Thinking Lens. 
 

Image: net worth thinking diagram

Focus — We facilitate the bigger conversations about values, family issues and goals. This lets us help clients focus on the right thing at the right time.
 
Family — Wealth doesn’t happen in a vacuum and family plays an integral part in long-term financial planning. We bring your loved ones into the conversation
Function — We believe your plan should function as an evolving conversation. Through our comprehensive process, we determine which levers to pull and implement strategies to help you achieve your goals throughout your life.
Freedom — The definition of freedom is different for everyone. We dive deep to figure out what freedom looks like for you and we make sure you get there.

Book cover: A new way forwardBy looking at all aspects of your financial life through a Net Worth Thinking Lens, we can create a fully realized, integrated, long-term financial plan that helps you build intergenerational wealth and a lasting legacy.

That new line of thinking inspired Susan to write a book: A New Way Forward for Wealth Management: Net Worth Thinking. 

Susan's book examines all the aspects of financial well-being including: 

  • Identify common obstacles high-net-worth individuals face and learn to overcome them. 

  • Differentiate between Net Worth Thinking and simple retirement planning. 

  • Understand why a check-box mentality doesn’t work and what you can do instead.

  • Pass on your hard-earned wealth to your children and grandchildren so they’re set up for success. 

  • Let go of the stress of worrying about having enough money to fund your dream retirement. 

  • Ensure your financial plan incorporates every aspect of your financial life and evolves with you.

The book is available to purchase here