The Question Behind the Question

Reframing questions to answer the whole story

Question:

“How do I invest this bonus?”

Somerset Asks

“What do you want this money to do for your life?”

It’s not just about where the money goes. It’s about what it’s meant to do – for your family and your future. What’s the real question you’re asking about your wealth?

Question

“How do I leave money to my kids?”

Somerset Asks

“What do you want this money to mean to them?”

Money is never just about money – it carries values, hopes, and trust. We want to help steward client’s wealth with meaning – not just strategy.

Question

“Can I afford to retire?”

Somerset Asks

“What kind of life are you retiring into?”

The spreadsheet may say one thing. But your heart might say something else. At Somerset, we go beyond the numbers – and into the life you’re actually building. Let’s talk about the life behind the plan.

The right questions can change everything. If you’re ready for a different kind of conversation – we’re here!

The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The views expressed herein are those of the author and do not necessarily reflect the views of the firm or its affiliates. Certain statements may contain forward-looking information that is subject to various risks and uncertainties. Actual results may differ materially from those discussed. Investing in securities involves risk, including loss of principal. Past performance is never a guarantee of future returns. Please consult with your professional, tax, or legal advisor before implementing any investment strategy. Investment advisory services are offered through Indivisible Partners, LLC, a federally registered investment advisor. Services are offered in jurisdictions where the firm and its advisors are registered.