Living Well
Your highest good is at the bottom.
The Living Well philosophy guides us as we guide you.
How deep are you willing to go?
Here at Note, we relentlessly pursue eudemonia, the highest human good, for ourselves and our clients.
A willingness to question
We start with good questions designed to create new ways of thinking, to challenge your status quo in the right ways. The savviest solution to the wrong problem is a big waste of your time, and ours.
Understanding connects us.
This leads to a level of understanding that is far deeper than you’ve previously enjoyed from an advisor. You understand your circumstances and your trajectory. We understand what you’re really after in your life, especially the things that can’t be uncovered in a boiler plate intake form or risk tolerance assessment.
A deeper relationship emerges.
This deep understanding is the foundation of our relationship which goes beyond the numbers of your financial life. Our best clients are people and families whom we’ve grown close, and older, with. We occupy a space in your life where few folks are privileged to be. This leads to an affection that guides our advocacy of your best interests.
Beyond good advice.
We assume the responsibility of helping you realize your current and future priorities. This means we get in between you and the things slowing you down, helping you clear the way. We look for the things you can’t see because you’re too close. Which means we will have honest conversations to help you break through to eudemonia.
Your decisions make the difference.
When you’ve got an advocate committed to your highest good, you are able to make the best decisions that you’ve ever made. You won’t become perfect! But you’ll get more of what you truly want, and enjoy who you are, where you are, with the people you’re surrounded by more than you ever have.
Now you’re going deep.
The deeper you go the more you discover a life defined by extreme wellbeing. You feel good about the financial choices you’re making. You’re confident that you’re doing everything in your power to create a secure future. You’re free to put your energy into the important moments, passions, and people in your life.
This is the Living Well. This is the path to living well. Let’s go deeper. All the way to where your life is.