Your financial investments don’t exist in a vacuum.
Your investments are intertwined with your identity and the well-being of your loved ones and the world around you. They exist as an extension of you—representing all you’ve worked for, who you are today, and where you want to go tomorrow. They are part of a broader portfolio: a life portfolio.
Your investment advisor shouldn’t exist in a vacuum either.
Sure, we at Buoyant Financial understand forecasting models and outlooks, volatilities of financial climates, the ebbs and flows of the markets, but we also understand people and the importance of personal relationships.
