Small But Mighty
The Exit Strategy: Transitioning from Career to Lifestyle-Focused Wealth Management
For high-performing professionals, stepping back from a fast-paced career doesn’t mean slowing down. It simply means shifting gears—towards a more lifestyle-led approach to wealth and purpose. Whether you’re considering semi-retirement, joining boards, consulting, or dedicating your time to philanthropy, this is a prime opportunity to realign your financial goals with your personal aspirations. That’s where […]
