Hardly anyone follows a single, predetermined path in life. But whatever the stage: strategic planning to build your wealth in the long term and safeguard your standard of living is not easy. When planning your future, learn what financial decisions are important at different life stages.
UBS advisory approach
Our research shows almost 60% of women do not engage in the most important aspects of financial well-being: investing, insurance, retirement and long-term planning.
With our proven three step consulting approach we help you create a financial plan to achieve your life goals, so you can minimize Jane's situation illustrated above.
It starts with a conversation and questions to uncover what’s important to you: your financial goals, values and legacy.
We’ll jointly determine three strategies – liquidity, longevity, and legacy – and tailor them to your short- and long-term goals in life.
