“Am I going to be okay?”

Grateful to strategize today with Tim Welsh, CFP Nexus Strategy, LLC. He made a key observation on what he’s hearing on the frontlines: When markets get rocky, clients start asking bigger questions. Not just “what’s my return?” but “am I going to be okay?”

That’s why it matters to connect portfolios to plans. It’s not about beating benchmarks. It’s about helping people understand what they own, why they own it, and what it’s meant to do. That’s the real opportunity with goals-based investing, giving clients clarity when it matters most.

#goalsbasedinvesting #wealthoptimization #purposebuilt