Alignment & Contentment
Wealth Alignment
Successful families know that to achieve contentment, they must align their wealth with their needs and goals. Intuitively, we are all naturally wired to view our wealth in buckets that are assigned to real life needs. Yet it’s common practice in the financial planning industry to focus on retaining clients for the wrong reasons, creating an emotional disconnect between investment advice and the real meaning of wealth. This often causes unnecessary losses and leads to a dissatisfying relationship between the advisor and clients.
At Cedrus, we believe that pools of wealth must be analyzed separately before they can be integrated to help a family achieve its vision and goals. We carefully consider the risks, liquidity, time horizon and necessary cash flow required for success. This alignment is a focal point to wealth contentment and creates the basis for proper asset allocation and portfolio management.
Family Contentment
We measure our success at Cedrus by the extent to which our client families journey to significance and create an enduring legacy. Instead of letting wealth cause confusion and family turmoil, it makes better sense to work toward contentment. We can help your family begin its journey to significance by helping you achieve true emotional freedom regarding your wealth.
