Welcome to Brick House Strategic Wealth tm

Welcome to Brick House Strategic Wealth^tm , where we like to ask ... Are You Getting the Best Return on Life that you possibly can with the money you already have?

The core of what we do as life-centered financial planners is to help clients to get what they want. We've learned that many clients don't know specifically what their ideal lifestyle looks like. For clients that don't have a clear vision of their ideal lifestyle, it's often easier to think in terms of what they DON'T want - which is anything less than what they have right now. Because almost every part of life has a financial component that must be considered, we believe that everyone can benefit from proper planning.

In the competitive fast-paced world in which we live, it's far too easy to get drawn into an almost hyper-focused mindset in our quest for success. As our individual stories unfold and we move through various transitions on our journey to accumulate ENOUGH, too few of us take the time to ask ourselves ... "Enough for what?".

When it comes to investing, the current standard of return on investment (ROI) can be self-limiting, adding pressure that is counterproductive. So much of ROI is not within our control. Just as meteorologists can predict the weather but still be wrong, we can try to predict and plan for market upheavals, but we cannot control them.

It’s important to balance return on investments with return on life (ROL). ROL is defined as, ‘How well you are doing in living the life you want, with the money you have.”

Here are some key ROL indicators:

• Living well within your means
• Investing time, energy, and resources in people and engagements that energize you
• Allowing yourself to have experiences and fulfillment whenever possible
• Prepairing your heirs for what's coming their way, ready or not
• Living purposefully
• Not allowing your identity to be defined by numbers

Since money is a vessel that can help you navigate where you want to go in life, it is important to control your money, instead of letting your money control you. When you focus on ROL, your investments serve you, not vice versa.

The best financial conversation you will ever have is to ask yourself, “Who and what really makes me happy in life?” and then arrange your finances to keep those people and experiences front and center in your life.

At Brick House Strategic Wealth^tm, we've developed and refined a process to help our clients construct a proper life-centered financial plan. We use our Brick House Planning Process - tm. to help you live the best life you can, with the money you have.