Financial Planning for your Independence

Your independence journey has been a long time in the making. It can an exciting time, but it also comes with complications and a new set of concerns. You’ll, be faced with many different opinions, have questions, and may have to choose between two seemingly equal pathways. As an individual, your goals and motivations are constantly changing, and you find yourself in a continuous state of personal repair and regrowth. We define financial independence as the phase in your life where you may choose to work for the social, health, and structural benefits, but are not required to work based on financial need. The journey towards your independence could have come naturally or maybe it felt like a constant struggle. Now that you’re here and your accumulation years are behind you, a new journey is ahead as you can work to bring your portfolio, your financial plan, and your mindset fully into your independence.





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