As collectors and lovers of wine, our team has always found the process of making wine analogous to the steps and processes relevant in cohesive financial planning.
Why Brix? “Brix” refers to the ratio of sugar in grapes in a vineyard before harvest—a primary indicator of potential quality and balance in the final wine. Like the best winegrowers, financially successful people must consider the implications of their decisions early enough in the process to drive the impact and results they desire long term.
This is the bedrock of any good wine and successful financial planning. For most of our clients, this long-term outcome is the culmination of their life’s work – and the capstone of a life well lived.