Annapolis Wealth Advisory -- Values Based Financial Planning

Values-Based Financial Planning and Asset Management

December 2011

In the grand scheme of things, money is not that important.  You may suppose that to be a pretty odd thought coming from a firm that, among other things, helps you to manage your money.  Well, that statement may not be what you'd hear from the run-of-the-mill "advisor" out there, but I don't think that it's all that radical.  Money is significant only to the extent that it allows you to enjoy what is important to you.  And not worrying about your finances is critical to having a life that excites you, nurtures those you love, and fulfills your highest aspirations. 

What would your life be like if you had a financial strategy based on what was truly important to you, where your investments and insurance programs were working in harmony to achieve your goals?  This would be in stark contrast to what I've seen that most people have, which is a hodgepodge of financial products purchased one by one over the years from various salespeople and companies, based on tips from friends or the talking head du jour, or from information in brochures.

Every great accomplishment has a sound strategy behind it, and creating the financial future you desire is no different.  Although spontaneity spices up your life, having no plan may be a recipe for mediocrity.  Great accomplishments are achieved as a result of people simply knowing what they want and why!  Many of these accomplishments are in the news each day, but many people who'll never make headlines create an ideal life for themselves--an ideal life as they define it--and greatly reduce or eliminate their financial stress.  This is what our philosophy of "values-based financial planning" has done and what it may be able to do for you.

If this possibility intrigues you, and you'd like to discuss it further, feel free to contact me and we can see whether a meeting might be beneficial to you.

George Hoffman
President, Annapolis Wealth Advisory

 
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