The traditional planning approach and the life planning approach result in very different outcomes.
We need the normal planning information listed below to be able to do the number crunching. However, during this process, it is very important for us to ask questions, listen and then ask more questions and listen again. It is our job to help clients figure out what their dreams really are and determine which obstacles (economic and/or emotional) are preventing their accomplishment.
Only then can we create a well designed plan to maximize the probability of accomplishing those dreams while minimizing the risks. We must attempt to anticipate, avoid or minimize the effect of Murphy’s Law.
The results for my clients has been peace of mind. They have said, “It feels as though a weight has been taken off of my shoulders and I am so glad we got this done.”
The following is the information needed to complete the financial planning portion of the plan. |
