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Wealth Control Advisors, LLC
60 William Street, Suite 200
Wellesley, MA 02481
781-235-8891 MA telephone
781-235-8890 private fax
866-235-8991 outside Mass.
10781 Waterford Place
West Palm Beach, FL 33412
561-691-1380 FL telephone
info@wealthcontrol.com
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Possible Goals
The following are goals set by some of our clients in the Discovery phase of our process. These are examples of values statements in response to the question, "What is important about money to you?"
- Taking care of my family (home, security, education, helping parents or others)
- Being free from pressure, worry or stress
- Doing what I want (time with family, travel, education, hobbies, volunteer activities)
- Being happy (fulfilled, accomplishing my life purpose, in harmony with my values)
- Never be a burden on my children
- Supporting causes (child abuse, education, medical research, hunger, environment)
- Giving back (to the community, society, school, religion, agency or organization)
- Making a difference in the world
- Knowing my values will live on
- My children now have our (my spouse's and my) written story, including our values and visions. If we should die today, they will know what we wish for them in the future, as well as the finances in place to help them.
- My brother and I now have a plan for our company when we retire.
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