You’ve defined your reality. Now, let’s define your non-negotiables.
In this week’s video, James Lenhoff, president of Wealthquest, tackles part two of New Year’s Resolutions and discusses the concept of defining your non-negotiables as a family.
Sometimes, you have to make sacrifices based on what you want for your future. It tends to look like an ‘either-or’ situation. Articulating your financial goals can be difficult until you’ve clearly stated what it is that your family is about and what you’re going after together.
Take some time to sit with your spouse and/or your kids and decide what is it that’s important to you as a unit. Once you’ve done that, those decisions will become clearer and easier, making your goals more attainable.
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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.
