Keep Wealth Partners believes that our industry needs to be fixed. Everyone talks about how much money you need to retire and asks, “do you have enough?” At Keep, we believe the more important question is “Are you managing your money in a way that allows you to live the best life possible?”
Let me ask you a question. “Does earning 1% less or more than the market impact how you live your life?” Of course not. Yet, the majority of our industry focuses on performance otherwise known as return on investment.
With our clients, we use a much more effective approach called Return on Life. The result of using a ROL-centered approach is that our clients are able to live the best lives possible given the money they have.
With ROL, you don’t give up the best of life or the best parts of yourself just to get money. The money is there to serve you, not vice versa. Instead of focusing on someone else’s definition of success, you will write your own. ROL puts quality before quantity by managing your assets in a way that improves your life and provides peace of mind and confidence.
A plan designed with ROL as its foundation is designed to answer THREE BIG QUESTIONS;
- How did I arrive at my perspectives on money?
- Am I managing my money in a way that is improving my life?
- Am I financially prepared for life’s big transitions?
The ROL Index helps you to answer the question: “Are you managing your money in a way that improves your life?” Believe it or not, not everyone does – in fact many people do not.
The ROL Index asks you to assess 10 aspects of your life that relate to whether or not you are making progress. We identify areas where you can use your money more effectively to make things better. And, importantly, celebrate the areas where you’ve made progress.
To get started, please click here.