The core of my work as a financial planner has never been to show you dramatic projections of the amount of tax you will save or the legacy that you can leave to your children. Rather, time is spent encouraging clients to think of ways to spend or share their wealth to satisfy family values.  Unlike goals – which are often achieved and replaced by loftier ambitions in a perpetual cycle of disappointment – values describe life satisfaction.  At UPotential, we have tools to help client move past what they might once have described as a “comfortable retirement” to describing a retirement that is driven by “relationships, adventure and generosity”.  Each of these values can be probed further, quantified and monitored.  When your financial plan is based on the values you wish to live by, the plan rarely fails.

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