Any ﬁnancial planner worth their salt will say they prefer to work with successful people. Who wouldn’t? But we don’t deﬁne “successful” the same way everyone else does.
Successful is not synonymous with “wealthy” or “rich” or “well oﬀ.” Because to our minds, you can be successful and be a rather unpleasant person who’s out to do little but improve their standing. No thanks.
Success has less to do with the money you’ve made or were able to hold on to, and far more to do with what you’ve created and contributed to the people and world around you.