https://www.milestone-wm.com/whats-my-risk daily 0.75 2021-05-11 https://www.milestone-wm.com/events daily 0.75 2021-09-01 https://www.milestone-wm.com/homexxxxxxxxx daily 0.75 2021-06-28 https://www.milestone-wm.com/our-process daily 0.75 2022-02-09 https://images.squarespace-cdn.com/content/v1/6082f889b812521acbfd1d5e/1628883065461-C1AQB0F8FONHF09U8F00/AdobeStock_411432680.jpeg Our Process - Dream For many of us, it’s easier to save for a specific goal than it is for just saving’s sake. The “whys” of how you’d ideally like to allocate your savings are your dreams – your strongly desired goal or purpose – such as launching a business, owning a vacation home, or traveling to Hawaii. People often refer to their list of dreams as a “Bucket List” – that list of “things” you want to do or accomplish by a certain age or timeframe. So what’s your vision? To get started, draw a picture to represent what you want your future to look like. You don't need to be an artist or even have concrete plans; just jot down or record an easy, “at-a-glance” projection of what you want to accomplish. While many of life’s dreams are abstract – like happiness, good health, love of family and friends – some of them require money, such as buying a new car or taking a cruise. Even if your goal is to simply have a comfortable retirement, it would be helpful to spend time defining what that really means for you beyond the anticipated feelings of “peace,” “financial independence” and/or “financial security.” For some, this will be an easy task, but for others, it may take some time. That’s okay – and it will be time well spent. Having dreams a good first step. Creating solid goals – which are supported by specific details – is a necessary next step that will lead you to your customized and concrete plan of action. That’s where Milestone Wealth Management comes in, with the insights and expertise to help you dream big and go far. https://images.squarespace-cdn.com/content/v1/6082f889b812521acbfd1d5e/1625759502827-JMF0WQUCF7X6Q0CMH0J7/unsplash-image-0RUG8KJy0pw.jpg Our Process - SHARE What’s Important to You The lessons you learn in creating and stewarding your wealth are crucial to helping the next generation manage their portfolio to ensure fiscally sound decision making for your current and future family and avoid the pitfalls of wealth management. We can coordinate family meetings to help you pass your wisdom on to your family across generations and convey your thoughts on causes that are near and dear to you. There is nothing more rewarding than being able to share your wealth to support future generations and/or causes that align with your family values. Also, thanks to our in-house tax professional*, we can also help clients maximize the impact of their wealth and generosity by helping them leverage tax benefits compliantly and securely. Did you know that 90 percent of wealth created in the first generation is lost by the third generation? [1] Only three percent of wealth transfers fail due to poor investment, tax or legal advice [2}. In contrast, most wealth is lost due to breakdowns in family communication and trust. We’re here to help you create a legacy that aligns with your values. 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