Managing your wealth is not about your money. Money is just a means; it’s impersonal and transactional. Anybody can invest or open a savings account. What makes the difference is when your wealth is managed with meaning and purpose. At Maleta Wealth, we build relationships for life. Whether you’re a millennial or just a few years away from retirement, we know you can benefit from assigning a purpose to your wealth and walking through our Lifestyle Planning Process.
Our Lifestyle Financial Planning Process goes like this:
What specifically does lifestyle financial planning cover? We’re glad you asked. We’ll touch on all of these areas:
And anything else you want to talk about that impacts you and your family’s financial well being. Contact us today if you’d like to learn more about our financial firm and how we can help you prepare for the future.