Planning your future is determining your values and your goals. We help you have a Life Well Lived by employing a proven strategic framework to identify and attain your life goals by answering 4 core questions.
The 4 questions →We believe it's by making these 4 questions that we get to know what we really want from life. Start living the life you deserve today. We help you set your short, medium, and long-term life goals.
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Many people are not comfortable when talking about money. By watching these three short videos, you'll learn some fundamental concepts that will help you take your first steps towards your life's objectives.
Life is short and you should give yourself the best chance of living it well. What if we told you that you can live a life well lived by employing a moment by moment mindfulness approach.
Matt is an Investment Advisor who keeps in touch on a regular basis. He is there when I need him and I value his knowledge and recommendations. He is a nice guy, a good listener and has a nice approach. I have been his client for the last seven years and have been quite happy with his level of service.
Matt Buie always impresses me as being honest and having integrity. He is very personable. He listens to my concerns, what is important to me and does not push his own agenda. I have confidence in Matt. He offers wonderful service. He will phone me when items in my portfolio need rebalancing. I do not feel that I have to look over his shoulder. He is on top of what is going on. He initiates portfolio reviews on a regular basis and it is clear that he is looking out for our best interests.
Our passion and focus are to help you understand and realize your unique life goals. The Live Beyond Wealth team is made of highly passionate professionals. We love helping you achieve the best version of yourself and live a Life Well Lived.
We believe in high quality education for everyone. That's why we have a learning platform where you can learn about multiple topics related to money, wealth, and living the life you deserve.
Go to our learning page and discover your next favorite topic.
