Planning Beyond Money

Building substantial wealth is about much more than achieving a monetary goal. Your wealth can create a substantial impact on the people and things you love, and it allows you to enjoy an exciting life. But oftentimes, the wealthier you are, the more complex and challenging managing that wealth becomes. Your money is part of your life, and as such, your relationships and personal circumstances affect your wealth, just as your wealth affects them. Market fluctuations, taxes, and other outside influences also affect your wealth.