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?
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
- Net Worth & Cash Flow Tracking
- Emergency Savings Planning
- Executive Compensation Planning
- Feed Forward Discussion
- Military Benefits Planning
- Debt Reduction Planning
- Unclaimed Property Review
Net Worth Development correlates with these other wealth management conversations.
Work to ensure the retirement you want by skillfully planning all aspects of your future financial resources to align with your desired lifestyle.
Estate & Trust Planning
Safeguard your financial resources to ensure the legacy and impact you wish to have on future generations.
Shape your financial picture with smarter, more tax-efficient strategies.
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