Net Worth Development

Net Worth Development

We measure net worth differently than most. Yes, it starts with the money. But for us, that’s just the beginning. Our take on what others might call “General Financial Planning” is anything but general. It’s a far more holistic, evidence-based approach to ensure your financial strategy plays a larger role in helping you achieve your larger life goals.

What you may be thinking:

  • How can I feel more confident and assured with my overall finances?
  • How do I balance today’s needs with tomorrow’s dreams?
  • What’s the best way to adjust my financial plan as things change in my life?
  • How can I find better balance between work, life, family, and other personal priorities?
  • How can I make an impact on my community, family, and those I care about — today and when I’m gone?

Our Approach

First, we’ll get a complete and comprehensive understanding of your assets, investments, liabilities, cash flow, and other key attributes of your financial life. Then, we’ll do the same with your values, ambitions and broader life goals to identify opportunities to help your finances work in harmony with your needs. Together, we’ll build a strategic road map for long-term planning and rediscovery. We also frequently coordinate the efforts of your other financial and legal professionals to ensure all aspects of your life are working in tandem toward your specific goals.

How Buckingham Helps

Our Net Worth Development Conversations

  1. Net Worth & Cash Flow Tracking
  2. Emergency Savings Planning
  3. Executive Compensation Planning
  4. Feed Forward Discussion
  5. Military Benefits Planning
  6. Debt Reduction Planning
  7. Unclaimed Property Review

Related Articles

See our latest thoughts and insights on Net Worth Development.

  • November 20, 2018

    Temperament Trumps Intellect in Investing

    Larry Swedroe offers his seven keys to remaining a patient and disciplined investor over the long haul.

    Read the article
  • July 17, 2018

    Persistent Fund Alpha and Active Manager Skill

    Larry Swedroe examines the research, and offers some additional analysis demonstrating how elusive a prize true alpha really is.

    Read the article
  • January 22, 2020

    Viewing Management Fees on Reinsurance Interval Funds Through the Correct Lens

    When evaluating how much your reinsurance fund costs, don't just look at the expense ratio. Rather, writes Larry Swedroe, look at the value it adds relative to the expense ratio.

    Read the article