A New Way Forward For Wealth Management: Net Worth Thinking

Your Financial Situation Is Unique to You And Your Advisor Needs to Treat It That Way.Its a fallacy that the affluent are well served. They may have their choice of fabulous hotels luxury spas coveted seats at sporting events and tables at five-star restaurants but when it comes to making long-term decisions about their money theyre not getting the help they need.Most wealthy families do not have a financial plan in place--or if they do have one its sitting on a shelf not getting updated every few months as it should be and its often never even executed to begin with.The truth is no matter who we are and what station weve risen to in life we cant know it all especially when it comes to things as complicated as money. In her book A New Way Forward for Wealth Management author Susan OBrien addresses why this is and what anyone can start doing to prepare for their financial future today.