4. Defining Your Financial Objectives
“It requires a great deal of boldness and a great deal of caution to make a great fortune.”
—Nathan Mayer Rothschild
After you articulate the values you want to use as the basis for managing your wealth, the next task is to translate those values into financial objectives. Based on the values assessment you completed in the last chapter, your financial objectives will fall into one of two broad categories; either you will want to pursue a “distribution-driven” path to wealth management, or you will want to pursue a “growth-driven” path to wealth preservation and management.
Let’s explore what’s involved in following either of these paths so that you can decide which is better for you. Your lifestyle goals, ...
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