“My work becomes meaningful to me, and I am energized when I work with clients who are inspiring, enthusiastic, positive, charitable, and strive to fulfill their unique and purposeful life goals.” Dan
I placed that quote on my website because it gets to the core of how I feel about helping my clients set and reach their goals. Part of that is sharing tools I have used myself to achieve my own goals. One of those tools is the MatterFund™, or as some call it an Emergency Fund or Opportunity Fund. I feel the MatterFund is more specific than an Opportunity Fund and more proactive than reactive as implied by an Emergency Fund.
I have written a series of articles defining MatterFunds and explaining the benefits, uses, and how they fit into my Life Planning clients’ Life Plans and portfolios.
In Part 1, I will discuss “5 Things Building a MatterFund™ Will do for You”