“Plans are nothing; planning is everything.”
The path to a work-optional lifestyle is different for everyone as you will have a unique pattern of Critical Life Events.
A Critical Life Event can be good or bad, and our process builds the bridge, step-by-step, as you cross them. A few examples are:
Some of these events can be unexpected, but the majority of them are predictable. While there are many solutions available to our ideal clients, below is a list of the most prevalent ones we see at Machen Wealth Management.