Whether due to disability, dementia, or simply enjoying an exotic vacation, there are many ways you can end up unavailable to make critical financial or health care choices for yourself or your loved ones. If you’ve not documented your desires in advance, it can add extra stress for everyone, plus the outcomes may not be what anyone had in mind!
Read MoreDan is the President, Founder, and Wealth Advisor at WealthBuilders, and a true believer that being wealthy is about more than just money. It’s about aligning your use of money with your principles and values. Connecting your money with what you say matters, and doing so in a way that gives you the highest probability of reaching your financial goals. The WealthBuilders approach is ultimately about providing financial guidance to help you move forward in life, and hopefully experience a higher sense of purpose.
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