25 Ways We Help Clients Build Better Relationships with Their Money
10.) We empower clients to spend money on things that bring them joy.
Are you wanting to take a 1-year sabbatical to travel and backpack through European countries? Do you plan to buy a sailboat the year you retire and spend your first few years of “not working” sailing through the San Juan Islands? Can you afford to buy that EV or plug-in hybrid car when your 2005 Toyota Camry finally kicks the bucket?
Life is about love, connection, purpose, adventure and experiences. Yes, we have to save some of today’s money to buy our freedom and financial independence in the future – but the journey to financial independence is often the larger portion of our time on this planet.
Our role as your financial planner and advisor is often to encourage you to exercise restraint and financial diligence – but it is always for the express purpose of saving and eventually spending your hard-earned dollars on the things in life that bring you the most joy. Many of our clients enjoy their jobs and will gladly spend more money now to “enjoy the journey” even if it requires working for additional years. For others, they are working and savings every penny because they value being financially independent earlier and would rather cut back on spending to get there quicker.
We love to give our clients permission slips – go buy that over-priced, dream electric bike you have spent dozens of hours researching; be free to purchase the craftsman or folding kayak you’ve been eyeing instead of continuing to rent or borrow; or take that trip to Japan you and your children have been talking or thinking about for years.
Some of our favorite conversations with our clients involve listening to their goals and dreams to help them leverage their financial resources to make the whimsical and impossible become reality.
Please contact us at: Contact Arrivity or 206.217.2583 or info@arrivity.com if we can assist you or someone you know with financial planning.
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