Moving Forward


Jay Gerlitz, one of our Legacy clients, describes the difficult task of making some changes with his financial partners. He realized that when it comes to his financial life, “good enough” is not a lofty goal.
Change is often difficult. It takes us out of our comfort zone. It implies a calculated risk. It shakes us up.
But change is essential for growth.
The familiar can lock you in place, thinking that everything is “good enough”. But standing still – even if it is a comfortable stance – prevents you from stepping out and Moving Forward.