Keeping You

Money: What needs to happen for you over the next three years?

07 Dec 2018

If we were to meet in three years’ time, what must have happened for you to consider those years a success?

Wealth management is a misnomer; it not so much about wealth, but about life. What must happen in the immediate future for you to consider your life a success?

What does success look like to you? It will be different for everyone.

Life always comes before money.

This sketch comes from Carl Richards, the creator of the weekly Sketch Guy column in the New York Times.

Keep asking great questions …


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