Whatever age you are and income-level you're at, you're in the growth phase when your main focus is developing your greatest financial asset — yourself. While working towards building your career — perhaps even your company — and honing your professional talents, this is the time to begin considering the future.
But, far from a vague and uncertain vision of your future self sitting on some beach, your image of the future should be detailed, well-reasoned, and – more than anything – unreasonable. What do we mean, unreasonable?
We mean — and have the data to demonstrate — that taking the proper steps today will allow you to realize the financial future you most want to have, no matter how far-off or far-fetched it might currently seem. The fact is: there’s nothing magical, nothing intangible about the process of wealth-building. All that’s required to secure a bright financial future is a systematic approach built on sound principles and motivated by the sincere desire to succeed. Rather than living beyond your means, you’ll maximize the utility of every dollar you earn — all the while living a comfortable, rich life today. Rather than employing risky, unsustainable strategies designed to make you a quick buck, you’ll play the long-game — combining an array of tried-and-true financial strategies into an individualized, optimized portfolio.
As you begin to put into words and numbers your vision for an unreasonable future, our team at SevenOak Private Wealth will challenge you to aim high, help you to form the correct financial habits, and put into place the foundational financial strategies that you’ll be able to build off of and eventually capitalize on.