The Rethink Wealth Philosophy

PROTECTION INTENTION CONSISTENCY

Becoming an intentional world-class saver that’s ready for anything is easier said than done, luckily for our clients, they’ve got us to help guide the way to the top.

Our Philosophy Begins
With The End In Mind

Each and every one of our financial advisors and professionals begin their planning with the end in mind. By starting with designing the financial life you've imagines from the end and planning backwards to today, we help make sure nothing is missed which helps you stay on track.

 

Place Focus On Winning By Not Losing

Protect What Matters First

By protecting your ability to save money from unexpected life events like disabilities and sudden death, you ensure your plan comes to life.

Video LB PH

Be Consistently Good Vs. Occasionally Great

There Is No Magic Bullet

Many people try, and fail to achieve financial results based on limited information and half-cocked ideas. By focusing on being consistently good, you avoid the potential setbacks of chasing occasional greatness.

Video LB PH

Take Responsibility For Your Financial Future

What We Focus On, Expands.

At the end of the day, only you will ever care enough about your financial future to ensure all of the necessary steps to build meaningful wealth happen. By intentionally planning your future today, you can enjoy an easier tomorrow.

Video LB PH

Place Focus On
Winning By Not Losing.

Protect What Matters First

  • Protect Your Earned Income...
  • Protect Your Ability To Save...
  • Protect Your Business From Ruin...
  • Protect Your Family From Loss...
  • Protect Your Retirement Nest Egg...
  • Protect Yourself From Predators & Creditors...

Be Consistently Good
Vs. Occasionally Great.

There Is No Magic Bullet

  • Consistently Work On Mindset...
  • Consistently Focus On What You Can Control...
  • Consistently Ignore What You Can't Control...
  • Consistently Reallocate & Rebalance...
  • Consistently Set Money Aside...
  • Consistently Make Small Improvements...

Take Responsibility For
Your Financial Future.

WHAT WE FOCUS ON, EXPANDS.

  • Responsibility For What You Spend...
  • Responsibility For What You Save...
  • Responsibility For What You Invest In...
  • Responsibility For How You Protect...
  • Responsibility For Being Prepared...
  • Responsibility For Your Financial Behavior...