Defining Wealth

Being rich can be viewed through various lenses, such as the richness of experiences or the ability to spend time with loved ones. Rather than strictly financial wealth, true richness may arise from understanding what is truly valued in life. Financial advisors play a crucial role in helping clients identify these values, enabling them to create a financial plan that aligns with their goals. This comprehensive planning process focuses not just on accumulating wealth, but on supporting what matters most to each individual.