Optimized Wealth Starts with How You Want to Live

In this episode of the Optimized Wealth Series, Clark Bellin, President, explores a simple but often overlooked truth: fulfillment doesn’t come from accumulating more—it comes from clarity. True wealth is about more than hitting a number on a balance sheet. It’s about having the freedom to spend your time and energy on what matters most—family, friends, meaningful work, and peace of mind. That’s why Clark and his team start every new client relationship with a different conversation. Instead of asking, “How much do you want to make?” they ask:

• What does a great day look like for you?

• How do you want to spend your time each month?

• What do you want more of—and less of—in your life?

By defining this ideal balance first, financial strategies can be built to support the life you want, not compete with it. When people gain this clarity, they often feel freer, more energized, and more confident in their decisions. Returns matter—but the most meaningful outcomes are freedom, alignment, and peace of mind.

Tax Disclosure:

The specialized information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state or local municipalities taxes or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change and unique to every specific taxpayer’s particular set of facts and circumstances. [Firm does not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance.