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A Work-Optional Lifestyle

Are you focused on growth, success, or building your great vision? Or are you yearning for a life of simplicity, contentment, and living in the moment? Or are you in the process of rethinking your life, your priorities, and what is truly important?

Financial Planning can help you get there. At Sequoia, we go beyond the numbers to help you to live YOUR Rich, Meaningful, and Purposeful life. Using our FINANCIAL CONCIOUSNESS process which has been developed, customized, and refined specifically to create prosperity through simplicity for you and your unique life and goals. Take away financial anxiety by creating a solid financial plan that evolves as your life evolves.

Awaken to what’s possible

FINANCIAL CONCIOUSNESS means awareness and understanding of how all of the components of your life and finances connect in a web of interconnected systems. Even simple questions such as “What should I invest in?” or “When should I begin taking Social Security" must be seen in context with your greatest life goals and purpose. What one person does with great success could be a terribly wrong choice for another. Planning can be complex, but simple decisions made with purpose and intention can have a powerful influence on your success. Financial freedom and abundance has little to do with how much money you have. It is taking the resources you have now and deploying them in the most efficient way to create clarity on what matters most for yourself and those you care for.

Planning-Based Philosophy

One of the greatest challenges in beginning the financial planning process is, “Where do I begin?” While there is no shortage of financial planning and advice available online, it often lacks the most important components:

  • What are my priorities?
  • What actions must I take to reach the goal?
  • How do I prepare for changes (External Events/Life Events)?
  • How do I close the gap from where I am to where I need to be?

Every decision you will make in your financial planning journey will have “pros and cons,” trade-offs,” and often multiple options. Making the appropriate choice for you, your family, your community and beyond with clarity and purpose is what the FINANCIAL CONCIOUSNESS process is designed to do.


Financial Planning and Investment Advice on YOUR Terms

At Sequoia we know how critically important financial planning and investment advising can be in working towards the goals of our clients, their families, and their communities. Because of this, we are highly focused on the areas that can be most critical in pursuit of a Work-Optional Lifestyle (retirement).

Everything we do for our clients is highly customized to their goals, values, and life’s purpose. There are very important steps that should be taken at critical points in your journey. Below are some examples:

  • How retirement assets and benefits can be accumulated for and used in retirement.
  • What important steps should be taken during your life starting nearly 40 years (or earlier) before your Work-optional life begins and continuing for the reminder of your life and beyond.
  • Making sure your investments and benefits are clearly aligned with your needs when you move from the accumulation to the distribution phase (working/retirement). This is critical! Mistakes made here can have devastating consequences.

What is your purpose? What is most important to you? What would you like to achieve, experience or do? This is the most critically important part as all other decision flow from it. Your financial plan and all our strategy meetings, financial plan updates, and portfolio adjustments and recommendations will also focus on this. Without this “North Star” it is easy to get caught up in fear, anxiety or bad decision making.

  • External event-Changes in government regulation, laws (tax, estate planning etc.) the economy, and world events. Our responsibility is to stay on top of these changes, make adjustments, and let you know if we recommend any action.
  • Life events-Changes in your life and what if any adjustments should be made to the plan. Regardless of whether these changes are by choice or not we are here with you every step of the way.
  • Creating the change, you want to see in the world-How can your financial decision-making create the world you would like to live in? This goes way beyond just investing in “Socially Responsible” funds. There are many things that can be done to align your planning with your values.
  • What about the next generation?- Ensuring that your beneficiaries have the financial knowledge and ability to be good stewards of their inheritance.

These are just a few of the examples of areas that can have great importance in working towards your success and well-being. Please visit ourMenu of Services. As you can imagine, it would be difficult to find someone who would have experience in all these areas, this is why we work as a team at Sequoia with professionals in areas such as CERTIFIED FINANCIAL PLANNER™ professionals,  Certified Investment Management Analyst,  Economists and a broad array of other areas of financial specialization all working as a team towards our clients success.

To learn more, please schedule a complementary in person, virtual or phone meeting where ideas can be shared and your questions can be answered!

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