Your Financial Iceberg

What sunk the Titanic? It was not what the captain had his eye on– the part of the iceberg above the water. So it is with our financial lives. People spend a lot of time focusing on the talking heads in the media, what the market is doing and how their portfolios compare to the benchmarks. Yes, these things are important, but not the only thing to pay attention to.

What will create holistic financial health are all the components that are “under the water line.” What will keep your ship sailing in the direction that you intentionally set? At Wealth By design, we want to walk alongside you to look at your whole landscape and navigate life waters, with the challenges and opportunities that inevitably cross your path.