There is a distinction between one’s financial assets and one’s core assets. When we talk about financial assets we’re referring to the dollars and cents; the cash, investments, and property that make up the common concept of wealth. When we talk about core assets, we’re referring to personal health, well-being, and talents that you would want to pass on to your children or society at large – all of which are defined and guided by your personal values. Core assets represent the true wealth, not just the monetary wealth. Core assets are the things that make you who you really are. Our primary objective is to ensure your financial plan reflects your goals and objectives and provides you the clarity, confidence and capability to make great decisions and become a great steward of your total wealth.
