Most people develop their financial plans with a broker or financial advisor. They work hard, invest and then wonder why their wealth has not given them the wonderful life they thought they were working for.
Life planners would say, "Plan for your life first, then plan for your business and investments."
Some of the most successful and happy people we know are people who chose their work and/or created a business that was in perfect synchronicity with what they want out of life. If you do what you love, you’ll work harder, better and more happily.
I like to ask all new clients a series of questions and then I wait and really listen to what they say.
1. If you just won $100,000,000.00 what would you do?
Then I listen to their dreams.
2. If you had just seen the doctor and he said you had 5 years to live, what would you do? You will have no pain.
Now some real feelings start to come out.
3. You have just been to see the doctor and you will die tomorrow. What do you regret?
Now the rubber will meet the road. We are going to find out what is really important to you!
