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Life Planning

More than just finances and taxes, Life Planning is founded on understanding our clients’ hopes and dreams. We empower our clients and educate them on how to fulfill their potential. We employ processes to move people beyond their own perceived limitations by structuring your financial resources so they can do what is most important to you.

Our comprehensive Life Planning process includes:

  • Tangible and Intangible Goal Setting
  • Understanding Your Thoughts about making Decisions
  • Eliminating Stress and Anxiety around Money
  • Letting Go of Old Patterns and Painful Habits
  • Approaching Financial Tasks with Energy and Enthusiasm
  • Realizing Your Potential and Achieving Your Dreams

WHAT WILL AFFECT YOUR FINANCIAL SUCCESS?

To see the how much control you have over your financial fitness, take the following quiz. Choose the item from Column A or B that you think will MOST impact your financial future?

COLUMN A

  • Interest rates
  • The specific investments you choose
  • Inflation
  • Technology
  • The political climate
  • Globalization
  • The rate of return on your investments

COLUMN B

  • Taxes
  • The diversification of your investments
  • Being a wise shopper
  • How much you earn
  • The stability of your relationships
  • The house you purchase
  • How much you save in permanent savings

If you selected any of the answers from Column A, you aren’t yet fully in control over your own financial fitness because in each case, the correct answer is in Column B. (From Facing Financial Dysfunction by Bert Whitehead)