Who am I, without a job and a career? What is this life and what do I do with this free time? Bryan guided his staff to help clients understand their aspirations for retirement earlier in their working lives. He even came up with a catch phrase and now trademarked process, “The Dream Architect™,” which is now what their entire practice is built on. “We help our clients discover, “What’s next.” We help them identify what they want their next chapter to look like and what will leave them feeling fulfilled. This is especially important for someone who has run a business or held a high-level position in a company. They go from feeling needed and important to wondering what their days will be filled with. In essence, it’s about uncovering a new identity and putting their wealth to work for them.” Mr. Sweet found a need that wasn’t being addressed in financial planning. Helping people reach their future “Dreams” has become the value-added service that today the team at Sweet Financial Partners offer to clients’ financial planning and wealth management. The “Dream Architect” process has four steps. 1. Vision of the Future In the first conversations with prospective clients Sweet Financial helps them to envision their perfect
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