While compartmentalizing tasks can be useful, the truth is that everything is connected. When I think about how I’ll be remembered, it won’t just be for projections or strategies and so on, it will be for the kind of choices I make during this penultimate stage of life. The choices themselves, and how I make them.
Many of these decisions, even if not explicitly financial, carry financial implications. Which means they can’t live solely in the bailiwick of the wealth advisor. At some point, financial planning becomes a philosophical conversation. It becomes about how you want to live, how you want to spend your time, what good you want to accomplish, with whom, for whom, and why. All of that -- your values, your relationships, your work, the battles you fight, the good you do, your joys, your pains, your impact, your love -- that’s your legacy.
And the memory of them may also fill your mind when you close your eyes for the last time.
For me, this is the central task: a life well lived all the way to the end. This question of time, memory, and holistic legacy management can only be answered with clarity of values, intentionality, and honest conversation. That’s the work. And I believe it’s the most important work there is.
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