The Essential Portfolio is an Essential Building Block

Recently, I have finished reading Essentialism:  The Disciplined Pursuit of Less.  I highly recommend it.


The story is one that easily transcends into my world of wealth management and a story I will be sharing over the coming days.

Your Essential Portfolio is necessary for you to have Essential Wealth for your family and for you to have an essential life.

The Essential Portfolio focuses on four things:  Behavior, Expense, Risk, and Taxes.  We will go in depth on all four.

Essential Wealth examines the trade-offs among time, money, and experiences.  We will analyze all 3 and their relationship with one another.  Probably more importantly, is how time, money, and experiences are invested and maximized with people that matter in relationships that matter.

Your Essential Life is about your career, your health, and your calling.  Some of these life events we can control and create the path - sometimes a path will be created for us.  We will look at this.

Then, we will show how the Essential Portfolio, Essential Wealth, and Essential Life build upon each other.

Finally, we will compare the ingredients to an Essential Portfolio and a Non-Essential Portfolio.



I look forward to sharing this with you over the coming days.