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 most important thing in my life is my family. My husband, Andrew, and our three smart and brave daughters.