- “Life Design” is a phase of our Financial Life Guidance continuum of services tailored for clients who must embrace life-changing events, including “sudden money” or the desire for a broader life purpose.
- Life Design is not just an option but necessary for effective financial planning and wealth management services. After all, money is merely a ‘means to an end”, being a life well-lived.
- Life Design is a unique, multidisciplinary approach that consciously and intentionally creates a fulfilling life aligned with one’s core values and life purpose. It helps you cope with change, reduces stress and anxiety, and puts you in control of creating your “new normal.”
- Life Design is distinct from Planning. Planning is ‘problem-solving.’ It’s about overcoming obstacles to achieve your goals. Life Design, on the other hand, is ‘problem setting.’ It’s about defining the vision you’re striving for. Planning is Data. Design is Creativity. Planning uses the Left Brain. Design, the Right Brain. They have different functions, which are crucial to achieving an optimal life.
“We’ve had the pleasure of working with Frank and his team for over 11 years. During this decade plus, we’ve experienced many life-changing events. During this time, our kids graduated from high school and then from college; we sold and purchased a home, changed jobs, transitioned to new careers, and entered into semi-retirement….” Read more.
To learn more about Life Design watch the video below.
To learn more about Frank, click here.
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