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Reflecting on What's Most Important
This is a wonderful time of year for Faith, family and Thanksgiving. But VISIONING?? REFLECTING??
How is this Related to Personal Financial Matters?
In order to have long term discipline and perseverance to create, implement and monitor a personal financial strategy, you need a compelling vision. We call it the "why" behind the goals. It's your vision - a expert facilitator knows how to help you think it through and put it on paper. A good advisor regularly reviews your vision, not just your tangible goals.
This may sound "touchy-feely" to you. I encourage you to give it a chance.
Putting "Why" into Words turns B&W into Vibrant Color
Look at any successful long term endeavor. It succeeded because a "visionary" created a vision that resonated with tens, hundreds or thousands involved with making the project happen. It comes alive. Each person is excited because they see beyond numbers/facts to vividly painted pictures. The vision unites and motivates. If you are married or have a significant other that joins you in managing the household - going through this process together unifies your effort. Understanding what is important to your spouse is powerful to your planning and your relationship. You Need a Good Facilitator Just like a lawyer should never be their own counselor -- you need a neutral and objective third party to facilitate the process. We facilitate a "visioning process" for individuals/couples with no strings attached. Since we do not guarantee to take you on as a client - there is no pressure on either party. Therefore we are freed up to focus on doing the best job documenting your vision.
Think about the impact on your family of having a vision in place that you rally around.
Is the timing important? Yes, "now" is the best time. No delay.
We tend to think "I'm so busy now. After this project is done. After this activity finishes." Guess what - we're always busy - there's always a commotion going on. The best way - just decide "we're going to do it." "Bite the bullet", as they say!
If it takes the "reflective nature" of this time of year to cause you to take action - then that's great! Take advantage of your interest. It certainly can't hurt. What's next? ACTION. |
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What to Do Next
Contact us to set up a meeting. We call this the "Discovery Meeting". We'll facilitate you creating your vision and putting it on paper.
It takes about 90 minutes. 760-804-0910 |
