Live the Best Life You Can, With the Money You Have - TODAY!

According to research from Mitch Anthony of ROL Advisor, the average successful person could go through over 60 transitions from the cradle to the grave that can have a meaningful impact on their finances. These transitions fall into numerous categories such as family transitions, work & career transitions, health transitions, retirement transitions, philanthropic transitions and more.
 
Using skills developed and refined through the Financial Transitionist Institute®, a division of the Sudden Money Institute®, we play the role of thinking partner for our clients. As a CeFT®, we go beyond traditional Financial Planning to provide you with the knowledge, tools, and processes to support you on the human side of life's transitions. We help you identify all of the areas of your life that are changing and which stage or stages of transition you are experiencing to guide you through uncertainties, make sound decisions for yourself, and consider plans for your future.
 
At Brick House Strategic Wealth™, working through these types of transitions and the corresponding effect they have on your financial affairs, is at the heart of what proper financial planning is supposed to be.
 
This is why, at Brick House Strategic Wealth™, we like to ask ... Are You Getting the Best Life possible with the money you already have?

The core of what we do as life-centered financial planners is to help clients to get what they want. We've learned that many clients don't know specifically what their ideal lifestyle looks like. For clients that don't have a clear vision of their ideal lifestyle, it's often easier to think in terms of what they DON'T want - which is anything less than what they have right now. Because almost every part of life has a financial component that must be considered, we believe that everyone can benefit from proper planning.

In the competitive fast-paced world in which we live, it's far too easy to get drawn into an almost hyper-focused mindset in our quest for success. As our individual stories unfold and we move through various transitions on our journey to accumulate ENOUGH, too few of us take the time to ask ourselves ... "Enough for what?".

When it comes to investing, the current standard of return on investment (ROI) can be self-limiting, adding pressure that is counterproductive. So much of ROI is not within our control. Just as meteorologists can predict the weather but still be wrong, we can try to predict and plan for market upheavals, but we cannot control them.

It’s important to balance return on investments with ROL, defined as, ‘How well you are doing in living the life you want, with the money you have.”

Here are some key ROL indicators:

• Living well within your means
• Investing time, energy, and resources in people and engagements that energize you
• Allowing yourself to have experiences and fulfillment whenever possible
• Preparing your heirs for what's coming their way, ready or not
• Living purposefully
• Not allowing your identity to be defined by numbers

Since money is a vessel that can help you navigate where you want to go in life, it is important to control your money, instead of letting your money control you. When you focus on ROL, your investments serve you, not vice versa.

The best financial conversation you will ever have is to ask yourself, “Who and what really makes me happy in life?” and then arrange your finances to keep those people and experiences front and center in your life.

At Brick House Strategic Wealth™, we've developed and refined a process to help our clients construct a proper life-centered financial plan. We use our Brick House Planning Process™. to help you live the best life you can, with the money you have.

Are you managing your financial affairs in a way that improves the life that you're currently living?

Many people do not! Our Return on Life Index asks you to assess 10 aspects of your life that relate to whether or not you are making progress. We identify areas where you can use your money more effectively to make things better, and, importantly, celebrate the areas where you’ve made progress.

What’s happening with you now and what might you find challenging or exciting about your financial future as it’s unfolding. Life is full of possibilities and we want to help you make sense of all the accumulated ‘bits’ of your financial life.
Brick House Strategic Wealth™ fits them together so that your money matches up with your life and values.

You want to live the best life possible with the money you have. You can get a sense of where you are now by clicking on the following link.