What Does Building Wealth Mean to You?
🌟 What does building wealth mean to you? For many, it’s not just about money sitting in a savings account. It’s about retiring comfortably, securing your children’s future, or achieving various life goals.
At Commas, we aim to understand your vision of wealth and craft a personalized plan. Let’s redefine wealth together!
“A lot of our clients say that they want to build wealth and typically my follow-up question to that is: What does that mean to you? Because usually, it’s not just accumulating a bunch of money in a savings account somewhere that that just sits there. It might mean saving enough money to retire comfortably someday or having enough money that your children are taken care of and may inherit something one day. There’s a million different answers.
One thing that working with an advisor can help with and I think that Commas does really well, is finding out what does building wealth mean to you. What is all this money for? Why are we having these conversations in the first place? And so getting a clear understanding of those things can help us come up with a good plan.”
Commas is a wholly-owned subsidiary of Truepoint Inc., a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training nor an endorsement by the SEC. More detail, including forms ADV Part 2A and Form CRS filed with the SEC, can be found at www.usecommas.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.