Personal Financial Planning
“Shirtsleeves to shirtsleeves” is the expression often used to describe the trajectory of wealthy families over multiple generations; the first generation creates the wealth, and then, over time, subsequent generations deplete it.
At William Harris Investors, we believe that individuals who understand the long-term financial implications of their current spending and earning habits are far more likely to manage their own affairs responsibly than those who do not. We see it as our job to work closely with our clients to build long-range financial plans that will enable them to predict what the path ahead will resemble – not just for themselves 20 years from now, but for their children and grandchildren.
By providing our clients with the tools to give them a glimpse into their own financial futures, we believe that they will become empowered to make decisions for themselves today that are likely to result in the futures they want.
Similarly, because we have always believed that wealth education can begin at a relatively early age, we have developed programs to assist our clients in helping their own children learn about the responsibilities and opportunities that accompany wealth, so as to help maximize the likelihood that these younger members of their families will become financially savvy upon entering adulthood.