169 | Discussing “Enough”

If we're not legitimately interested in discussing enough, then we're not going to be a good fit.

That's not meant to be judgy or snarky.

Only an honest admission that I don't like doing less than my best work and my best work is revealed when we're trying to identify enough together.

That doesn't mean we'll know a number on Day 1 (because there is a never a precise number!).

But it does mean that every meeting, conversation, and interaction will be designed to further refine our understanding of enough.

I guarantee the way we do things won't feel like what the financial services industry has trained you to expect, because enough doesn't tend to reveal itself in investment updates, insurance analysis, estate planning, or even tax planning.

If you're up for starting the journey, then let’s do it together.

It you're hesitant, then remember to come back later when you're still looking for enough.