Earlier this year, we sat down with Darren Zagarola, CFP®, CPA/PFS, to discuss the idea of redefining wealth and how financial independence means different things to different people. That conversation focused on the client’s perspective. Later that year, eMoney invited Darren to expand on the topic for an audience of financial advisors.

In his article “Helping Clients Redefine Wealth,” Darren challenges the traditional view that wealth is simply a number on a balance sheet. Instead, he explains that many clients define wealth in terms of freedom, flexibility, purpose, and the ability to live life on their own terms.

Writing for fellow financial professionals, Darren discusses the importance of understanding each client’s unique values and goals rather than focusing solely on financial metrics. He encourages advisors to engage clients in deeper conversations about what truly matters to them, including purpose, legacy, relationships, and personal fulfillment. By understanding how clients define success, advisors can create plans that are more meaningful and better aligned with the lives their clients want to build.

The article highlights a core principle of comprehensive financial planning: money is a tool that supports one’s desired lifestyle and goals, not the ultimate measure of success.

Read Darren’s full article on eMoney to learn more about his philosophy: Helping Clients Redefine Wealth. 

Putting It Into Perspective

At EKS Associates, we believe comprehensive financial planning is about more than investment returns and account balances. It’s about helping clients achieve financial independence and use their resources to support the life they want to live and the legacy they wish to leave.

If you enjoyed this article, we also invite you to read our earlier interview, Redefining Wealth: How to Create a Life You Love in Retirement, where Darren explores the same concept from the client’s perspective.