Motivated

Moh - tuh - vey - ted

1. To provide with a motive, or a cause or reason to act; incite; impel

We find that clients need to be intrinsically motivated to get their financial life in order, or they will never persevere through the wealth management and financial planning process.  It requires too much client engagement, personal goal setting, and exploration of your relationship with money to be worthwhile for all but the most motivated people.

Often times that motivation stems from a life change: getting married, having a kid, getting a new job, or a personal / family financial situation reaches a threshold of importance.