Michael Remedios, CFP^®

How do I help our clients Live a Richer Life®?
Everyone has their own unique “money story.” Our financial lives are shaped by our family histories, our decisions, our experiences, and our values. My job is to help clients navigate the often complex world of financial planning by helping them align their time, money, energy, and talents and guide them toward their vision of financial success.

How do I align my time and money with my values and passions to Live a Richer Life®?
To me, money is only as valuable as what we trade it for. We are hard-wired to believe that more money is always better, and the unfortunate reality is that we spend most of our days worrying about the time and money we don’t have instead of being deliberate and intentional about the time and money we have. Money and time are both best spent purposefully. To that end, I created a statement of purpose to ensure I’m spending and investing my time and money wisely.

That statement says: I thrive around people who make me laugh, doing rewarding and challenging activities, and going to places that bring me peace, stability, and calm.