SEAN STOCKMAN

My approach starts with purpose-based planning: understanding what you want your wealth to be in service of at this stage of life.

That's different from problem-solving planning (putting out fires) and different from generic accumulation advice (maximize everything).

It's planning that asks: What's already working? What can safely coast? What deserves your energy now?

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My approach starts with purpose-based planning: understanding what you want your wealth to be in service of at this stage of life.

That's different from problem-solving planning (putting out fires) and different from generic accumulation advice (maximize everything).

It's planning that asks: What's already working? What can safely coast? What deserves your energy now?

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