10 Smart Money Milestones
A step-by-step guide to help you build wealth, reduce financial stress, and plan for your future.
What are our 10 Smart Money Milestones? A step-by-step money roadmap to smarter choices, financial freedom, and a legacy that lasts.
Who is this series for?
Congratulations on reaching the final step of the 10 Smart Money Milestones! If you haven’t reached all ten yet, that’s perfectly okay, I’m here to guide you every step of the way, and if you have, welcome to true financial freedom!
-Chris Whitaker, AIF®, CFP®, Chief Wealth Manager & Partner
WHAT COMES AFTER THE MILESTONES?
While the Smart Money Milestones provide structure and clarity, they don’t answer every question.
Once the technical boxes are checked, the conversation often shifts to deeper, more personal topics:
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How much is enough?
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What do I want my money to do for me now?
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How do I balance enjoyment, generosity, and long-term planning?
These questions don’t have formulas. They require thoughtful conversation, ongoing planning, and a trusted advisory relationship.
HOW I HELP YOU MASTER THE MILESTONES
Personally, I don’t believe financial freedom comes from a single decision or product. It comes from progressively mastering each stage of your financial life.
I help clients:
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Understand which milestone they’re truly on
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Build strategies aligned with their goals and values
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Navigate tradeoffs with clarity and confidence
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Adjust plans as life evolves
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Stay disciplined through complexity and change
Whether you’re just starting out or approaching the final milestone, my role is to help you move forward intentionally, without unnecessary stress or guesswork.
