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 inevitability. 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:
Who is a HENRY? These high earners who are not rich yet are all ages and acutely vulnerable to financial risks.HENRY
A WIG is a single, married, widowed or divorced woman who has created financial independence and wealth for herself.WIG