Socractic Wealth Management LLC
Why Socratic Wealth Management? Socrates through questioning sought to understand what is known as well as the limits of that knowledge. In the same sense my practice seeks to understand who you are as a person and one with financial needs and resources. Listening to your situation and through asking the appropriate questions is the Socratic sense finding solutions. Understanding your needs and situation are very much a part of this process.
Too many people who have taken the first step of successfully earning and saving financial resources find the next step of specifiying financial arrangements and managing investment assets one's they are not as well prepared to effectively engage. Often there is confusion and frustration. This should not surprise as I believe, it requires an ongoing training, education and experience to do well.
This is where an experienced financial professional who has worked with and learned from the working with many clients and over many years is able to add value.Most situations a person encounters as new, are ones we have seen and been able to guide others many times before. Through listening to your situations and asking questions in this Socratic sense, we are better able to define what may be possible, practical and appropriate, creating more effective and integrated solutions. Too many people who have successfully begun the first stages towards financial security, earning funds though work and by defering gratification find themselves not as effective or even failing at the next step, in defining financial arrangements and managing a portfolio of investments.
Change is one of the certainties of this world. Thus we engage an active process of asking questions and making adjustments to changing circumstances and opportunities. In practice, if the early work was been done with care, the ongoing process becomes much more comfortable and approachable
Investments and financial arrangements are seen as simply tools towards your goals while accepting that the world is always imperfectly known or anticipated. In this we are always acting from where we are towards where we want to go, making adjustments along the way. This ongoing process of understanding the present situation, defining and prioritizing goals, and acting to realize them is one in which an experienced financial professional who has worked with and learned from the experiences with many clients is able to add value. Most situations a person encounters as new are ones we have seen many times and have guided others before.