Goals-based investing isn’t just a better process. It’s a shift in mindset.

“Isn’t ALL investing goals-based?” The other day, Adam Scully-Power, CIMA®, CPWA® was in the passenger seat while his 17-year-old son drove him to the airport. He mentioned he was traveling to give a talk on goals-based investing.

After a long pause, his son asked: “Isn’t all investing goals-based?”

Honestly… a great question. And the honest answer? It should be. But it’s not. Not yet.

Today, only 38% of advisors are using a goals-based framework per Datos Insights.
By 2030, McKinsey & Company expects that number to hit 80%.

Why? Because everything else in our lives has gotten more personal: from the way we stream movies to how we order coffee. Clients are demanding the same from their portfolios.

Goals-based investing isn’t just a better process. It’s a shift in mindset, and it’s happening faster than people think.

If you’re already on that path, we’d love to connect. If you’re not, now’s a great time to start.

#goalsbasedinvesting #wealthoptimization