What if you did everything “right” by the standards of financial success? But what if, at the end of your life, it wasn’t enough? What if you realized that what was most important was gone?
In this video, James Lenhoff, president of Wealthquest, discusses a recent client who, at 83 years old, looked back on his life in regret.
He did everything he was supposed to do in his career. He accumulated an impressive amount of wealth and even retired early. Yet, toward the end of his life, he realized that he missed out on what really mattered the whole time. Each of those small decisions added up to a pile of regret, including severed and strained relationships with his children and his wife.
And then, James sat down with a 30 year old client, whose trajectory was strikingly similar. Faced with the same kind of choices, this young professional was in the midst of the decisions that, though small at the time, would have great repercussions in the future.
As you think about your future, consider how your current decisions can affect you down the road. And more importantly think about what success means to you.
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At Wealthquest, you’ll discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of fiduciary experts, all under one roof, for one simple fee. Wealthquest is a fee-only financial planning and wealth management firm focused on the integration of your life and finances. Regardless of your account size or stage of life, our firm can help.
