Here we are: 2016
As the cliche goes, it is amazing how time flies. To our longtime clients and associates, let me say — on behalf of the entire Helmstar team — how grateful we are to spend another year serving you. And for our new clients and associates, we hope that this is the first of many years we get to work and grow together.
The new year is a natural time to reflect on the year that has passed and the year yet to come. It’s a time when many of us set new goals and plan for the future.
At Helmstar, much of what we do is obviously focused on helping clients achieve their financial goals. But really, financial goals are just the mechanism we use to help clients understand, define and, ultimately, reach their life goals.
Or put simply: the purpose of your financial goals are to help you reach your life goals.
Life goals are unique to every individual and every family. For some, it’s a comfortable retirement. For others, it’s travel or charity or leaving a legacy. For most, life goals are a blend of these and many more.
As many of you know, we’ve even developed a game — the Discovery Board — that we play with many of our clients. This very simple board game helps tease out and prioritize our clients’ life goals so that we can build a financial plan that gets you there.
As this new year begins, we encourage you to take a moment (or several) to reflect on your life goals. After all, when you achieve your life goals, you achieve ultimate wealth.