Financial Life Planning

Piggy Bank by Alan CleaverHere is a question that we talk a lot about at San Diego Wealth Management: Where do you spend your time and money?

If a stranger were to look at your bank statement and calendar at the end of this month, would they be able to identify what is important to you?  Would they know what your priorities are?

You see, we feel that time and money are resources, no more, no less, that can help you achieve a life full of meaning, happiness, and success.

But the catch is, you have to know what you want, be willing to identify what is important in your life, and define what matters.

That’s where we come in.  At San Diego Wealth Management, we are Financial Life Planners with a unique process that leads you through the deeper questions, beyond the nuts and bolts of funding your retirement, saving for your first home. We help you connect your time and money with what is important to you in your life.

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