CULTIVATE
So many people look at financial planning as one part of their lives. It’s just one segment that has to get checked off the list, and then you can move on, right?
Not exactly. Instead of looking at wealth management like only one piece of the pie, think of wealth management as the underlying crust of your pie. It forms the basis for everything that you do – your career trajectory, having a family, your vacations, empowering you to fulfill your purpose whether that’s helping strangers through a business or creating time to volunteer for underprivileged kids. It holds all that goodness together, so to speak.
PRESERVE
This stage of your financial life is crucial, and it’s one that everyone is concerned about. Questions around saving the “right way” and saving “enough” are the main concerns our clients bring to us. They are not easily answered with a one-size-fits-all plan – it takes a customized strategy with consistent effort.
The right coaching as you preserve your wealth can make a difference, but it’s all about understanding what you want to do and who you want to be. In order to gain that understanding, we take the time to actively engage with you and your family to learn about you, what brings you joy, what you see for your future, what challenges you may be facing, and what your highest-priority objectives are.
SUSTAIN
Sustaining your wealth comes in many different forms. Analyzing risk itself can be overwhelming. But ask yourself: what threatens your wealth? Do you even know where risk comes from in your life?
By meeting you and those you care about, we can help you answer those questions, even if you don’t fully know the answers at this moment. In fact, it’s not totally uncommon for people to be unaware of what stands in the way of their ideal financial future. Our discovery sessions and conversations unearth those details so that we can help you properly prepare for them.
It’s like the old saying, “Two heads are better than one.” However, here at Merkel, you’re getting half a dozen heads. Each of us brings a unique depth of experience to our work, and when we put those heads together to make the most of your wealth, we’re doing so because we care and because you trust us.