WHAT IS WEALTH

You’re worth more than your net worth

What is
wealth?

Your finances are wealth, but what about your hobbies and free time? Your friends, family and community?

The most complete definition of wealth factors in everything that makes your life feel worthy.

We designed the Wealth Harmony® Index and accompanying assessment to help you understand this in a more personal way. Whether you’re just starting out with financial planning, or revisiting a well-established plan, the Wealth Harmony® Index can be a great conversation starter for you and your spouse. Completing it should take about 10 minutes, and the results can be compelling.

It’s a great next step toward going beyond wealth, to Wealth Harmony®.

What's Your Worth?
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Check the background of this financial professional on FINRA's BrokerCheck