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Serving the Greater El Dorado County Area,CA
Rocklin, CA
Carson Valley Area,NV
(530) 672-1703
What does your W.E.A.L.T.H. look like?

What does your W.E.A.L.T.H. look like?

September 12, 2022
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W.E.A.L.T.H. Form   -Click this link to print a copy of the above picture 

Our goal is to consistently elevate the experience we provide to our clients and a big part of that effort is staying current in understanding how you describe "wealth" or "financial independence".  

Let's discover what W.E.A.L.T.H. means to you:

W isdom: personal, professional, spiritual-where you find your wisdom

E xchanges: who you communicate with-types of people you align yourself with

A ffluence: what does wealth, income, lifestyle-what is meaningful to you specifically

L egacy: estate, family, professional, philanthropy-what do you wish to leave behind

T ime: where, how, who-that you spend your time with

H ealth: habits, traditions, mental/physical-that is important for you specifically

How you personally define “wealth” and what it means to you, allows us to integrate all the components of the Questpoint FORMula process, allowing us to fully chart your course, so you can pursue all your retirement goals.  What matters most to you, is all that matters to us!  Contact us today to get started!