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Who is the Ideal Well Lived Wealth Client?

The ideal Well Lived Wealth client is someone ready to improve their financial future. Our clients are ready to embark on their journey and want a financial advisor to make it easier.

We work with people willing to reveal their most personal financial secrets, secrets we do not judge, in order to plan their financial future. This planning includes those at the top of their game in their career to those experiencing the difficult seasons of life – job loss, long-term illness, divorce, death – in order to be prepared for the inevitable. These things happen to everyone but the difference in many people is their preparation for those events.

While we work with a variety of clients we do have a focus:

Young Professionals

Sometimes referred to as a HENRY (High Earner, Not Rich Yet). These are the aspiring wealthy. They are on the road to wealth and there are opportunities with that high income to create their desired life. These high earners who are not rich yet are all ages and acutely vulnerable to financial risks.

Henry

WIG (Wealthy Independent Gal)

A WIG is a single, married, widowed or divorced woman who has created financial independence and wealth.

Wig

Divorcée

Divorce is a season of life many go through but that knowledge does nothing to lessen the impact. Molly Ward is a Certified Divorce Financial Analyst® who will work with attorneys to provide financial guidance to best help her client. Read more about Molly and her work here.

Divorcée

To start your journey with Well Lived Wealth, take our Moneytudes quiz and learn more about your money beliefs. This will prepare you for a meeting with our advisors.


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