Then you might just be participating in traditional financial planning.
Traditional financial planning tends to be paternalistic in that the advisor does all the work and the output is then presented to you as the solution to your problems. Often, that’s about as far as it gets.
Life planning is not about having all the answers, but rather, asking the right questions. Life planning is a process that seeks to empower you to make wise financial decisions to support the life you have envisioned for yourself.
A picture is worth a thousand words.
We use graphically driven life-planning software to help you gain clarity in your goals for all areas of your life, and then design a financial strategy to synchronize your goals with your values.
We will partner with you to understand you, your journey and your dreams. We then use our in-depth knowledge of you and our financial expertise to co-develop an individualized retirement plan based on your unique financial circumstances, values and priorities.
Because wants are never final, and there are always setbacks, we will provide you with relevant information on matters that are personal to you at a time when you really need the advice to make sound financial decisions for your life.
Life is about change, and life planning is assisting you to anticipate those changes and making those changes successfully. A side effect of creating your plan for a better future is that it will also assist you in creating a better present.
But remember, all plans are obsolete from the moment they are written. Therefore, our primary purpose in planning with you is to facilitate the learning and decision-making that leads you to learn for yourself what you must do.
Plans are only of value if they lead you to act on your learning. You can’t improve and still stay the same, so effective action is the only goal of the life-planning process.
Do you want to be in control of your life? Do you want to be heard? Do you want to be understood? Or do you want someone else telling you what to do? Speak With An Advisor