Only 38% of Advisors Use Goals-Based Investing Today. By 2030, It Could Be 80%.

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.

The shift to #GoalsBasedInvesting is 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.

P.S. Quote of the day overheard in NYC: “Wealth consists not in having great possessions but in having few wants.”– Epictetus h/t Ryan Holiday