What’s Important About Money
To You?
Learn more about the Financial Road Map experience, designed to help you create a compelling vision for your future based on your personal values.
What is Valuable?
Experience has taught us that successful families care most about using their wealth as a means to a desirable end, which is to live a more satisfying, fulfilled, and impactful life and to achieve their most important life values.
Our VALUABLES series focuses on the habits we have observed among families who have succeeded in this quest to use their wealth to live a life of significance. The most successful families share a set of habits, systems, and insights that enable them to use their wealth as a tool to fulfill their Values and what is most important to them.
Smart Financial Choices For A Better Quality Of Life
Are you ready to take the next step in your financial journey? Our complimentary guide, Empowered Values, outlines how to clarify your personal values and align your financial goals in a way that enables you to achieve an exceptional quality of life.
“When Your Values are Clear, Your Decisions are Easy”
– Roy Disney
There is one significant problem that holds most successful people back from using their wealth to live their best quality of life: they do not begin with a clear picture of their values and the things that are most important to them.
Classic strategic planning principles dictate that three key elements must be part of an effective plan to achieve something important:
The most important element in all of this is identifying your vision and values. Personal values are the most powerful force in our lives, and everything else flows from that.
Most approaches never take time to clarify your most important values and typically only take a passing interest in your goals. Instead, they focus attention on the “tools and tactics” of investing and financial planning, like investment and insurance products, tax strategies, and investing performance. This is why most financial advisors focus all of their attention on financial products, investment strategies, and performance instead of focusing on YOUR LIFE and what is most important to you.
It is much more effective to begin with an experience focused on your personal values and the key goals that support your life vision. This is what the Financial Road Map does.
Not quite ready to start your Financial Road Map?
Knowledge is power, and we’re here to help you gain the knowledge you need to make informed financial choices that align with your personal values.
OR
Watch our recent webinar to see the Financial Road Map in action.
Hello, I’m Erik Strid, founder of Concentus.
We work with clients who are serious about making smart financial choices so that they can achieve their most important financial goals, fulfill their values, and live an amazing quality of life.
A lot of people have asked me why I spend so much time focusing on personal development and quality of life – after all I am a financial advisor, so why not spend time on conversation with clients about the stock market, or touting the financial products and strategies I use in my practice?
The answer is that I have been advising successful people on their wealth for over 30 years now, and in that time, I have learned that, in the grand scheme of things, money is not that important. Financial wealth is not intrinsically valuable; it only has value to the extent that you can use it to live a more meaningful and enjoyable life and to spend your time doing the things that are most important to you. But just having more money does not necessarily lead to happiness and living the highest quality of life.
I have been using the Financial Road Map conversation in my practice with clients for over three decades now, and I can honestly say that this experience is one of the most valuable hours that a couple will ever spend together planning their financial future.
