Michael Mullis has serves as managing partner and wealth manager at Kelley & Mullis Wealth Management in Birmingham, Alabama, since 1999. Michael Mullis excels at providing a comfortable environment for clients to share their goals and dreams, as he works collaboratively toward creating an ideal investment portfolio approach.

When first sitting down with a financial professional to discuss retirement, do not limit the talk to allocation strategies, but take time to define your passions, lifestyle, and legacy. Whether its golf, travel, attending culinary school, or funding the next generation’s education, spell out these priorities to your advisor.

Share visions of personal growth and aspects of your life that create the most impact and meaning. Is there a charity or organization that you want to become involved with in the future? Setting in place goalposts within the overall planning process can help you reach achievable milestones.

Another aspect of the equation is legacy. It is important to convey that which you want to be remembered for. This can inform the distribution of the estate after one’s passing, whether it is to charity, to further a family member’s entrepreneurial passion, or to fund the life aspirations of the next generation.