Family on a beach unloading paddle boards from their car
  • Lifestyle investing can provide investors with a personalized approach to money management. 
  • The strategy helps investors capitalize on the things that matter most to them, like education, health, travel, and relationships. 
  • With the guidance of a financial planner, investors can enjoy life now and still save for the future. 

Many people invest their money with a singular goal in mind: Build a nest egg for retirement. 

But saving for retirement requires a long-term view, and there's a lot of life to fund in the meantime. Perhaps an investor wants to start a business, buy a house, or pay for a secondary degree.