A bigger job. A different financial picture.
The salary is only one piece. Benefits, deferred compensation, a move, and your spouse’s work can change what an opportunity means for your household.
Financial perspective for executives. By email, daily:
Make sense of how your money fits together.
Your compensation. Your investments. Your family. Your next move. See the connections before making decisions about the individual pieces.
I write about the financial questions that come with an executive career, and how to think through them in the context of your whole household.
Beyond the portfolio
The decisions don’t happen in silos.
Neither should the way you think about them.
More accounts isn’t the same as a plan.
Each account may have made sense when you opened it. The useful question now: how do those decisions work together, and what needs attention?
Know what your money makes possible.
Moving up, stepping back, or preparing to retire. The numbers matter because of what you want to do with them.
The person writing to you
I’m John Montgomery.
My dad was a health system CEO. Growing up, I saw how a career could take a family from one place to the next, and how much came along with each move.
Today I run Montgomery Wealth Advisors. I’ve spent nearly fifteen years in this business, helping people connect their investments and financial decisions to what they want their money to accomplish.
These emails are a way to get to know how I think. You don’t need to be changing jobs, retiring next month, or looking for a new advisor to read them.
John Montgomery
One household. One whole picture.
Start seeing the connections.
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