Insights Blog
Charting the Course
Jun 19, 2023 // Adam Bruderly
Although many perceive financial planning to revolve around attaining a specific dollar amount or devising the ideal financial formula for retirement, it is actually a much more comprehensive process at Journey. Our approach is about designing a comprehensive, holistic blueprint that takes into account your financial security along with your physical and mental well-being. Incorporating your family, interests, and a vision for your life that transcends your portfolio and market returns. It’s about crafting a plan that encompasses your purpose, passions, aspirations, and fosters joy and fulfillment beyond the balance in your investment account.
Whether it involves fulfilling or building your first bucket list, embarking on that trip of a lifetime, or trying new hobbies and experiences, or taking some time away from your career. We truly believe that these types of aspirations serve as the fundamental foundation for a fulfilling and happy life.
How can we help you plan your next adventure?
Fueling the Pursuit of a Life Well Lived
From my experience working with wealth management clients, I’ve noticed a common thread among those who find real fulfillment in their financial success. They view money not as the end goal but as a vehicle—a means to pursue what matters most. It’s the foundation that lets them start a foundation, create lasting memories with loved ones, or explore new interests without constraints.
What is Wealth?
According to Investopedia “wealth is measured by taking the value of all the assets of worth owned by a person. This is determined by taking the total market value of all physical and intangible assets owned, then subtracting all debts. Essentially, wealth is the accumulation of scarce resources.”
How Many Summers?
After my first son was born, I began to think about what the next phase of our lives looked like. We went from two busy professionals who could hop on a plane for a weekend trip, grab dinner, or chase endless weekend adventures to first time parents. We were 2,000 miles away from family trying to plan the one or two trips a year that we could see them which led me to ask this question, how many summers do we have left?