Yes, dreaming is an act of financial planning. What does your dream future look like?
What do you want your money to do? The possibilities are endless, so explore them all and find yours.
Your wealth has many dimensions—just like you
At UBS, we start with you. Our approach, UBS Wealth Way, begins with a conversation about what's really important to you. Then we can help organize your financial life into three key strategies: Liquidity. Longevity. Legacy. Looking at your financial plan this way can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
What's each strategy designed to do?
A Liquidity strategy
helps provide cash flow for short-term expenses—to help maintain your lifestyle. It can also help reduce the likelihood of making impulsive investment decisions during periods of market volatility.
A Longevity strategy
is for longer-term needs—to help improve your lifestyle. It's designed to provide for expenses over the course of your life, allowing you to focus on meeting long-term goals, rather than trying to outperform the markets.
A Legacy strategy
is for needs that go beyond your own—to help improve the lives of others. It includes resources for giving to family and loved ones as well as to philanthropic causes—now and for future generations.
The three strategies can work together, and they can change as your life changes. UBS Wealth Way is designed to help you clearly understand where your money is—and why. The plan we create together can help you pursue what matters most for today, tomorrow and for generations to come.
The Meaning of Money
Sometimes money talks can be a point of anxiety, but money and communication around it can bring freedom. Maybe you want to retire early and travel. Maybe you want to turn your idea into a business. Or maybe you want to help your kids with the down payment on a house. Once you know what you want your money to do, you can start working to turn those dreams into realities by asking yourself these five key questions:
- What do I want to accomplish in my life?
- What are my main concerns?
- What do I want my legacy to be?
- Who are the people that matter most to me?
- How do you plan to achieve your life's vision?