Planning for your END GAME
My practice is Faith Based & built around Total Wellness. My process is focused on Holistic Financial Planning and our "Product" is advice and relationships. My process covers the following faucets of life:
1 - Current Financial Position
2 - Risk Management
3- Accumulation Planning
4- Tax Planning Strategies
5 - Retirement
6 -Legacy
We all base our Legacy on our current financial position (Todays Dollar) and in doing that we convince ourselves that our Dreams will never come true. Remember the other day I made a post about first understanding the process? Society has done a 180 so you have to start from the back and move your way forward to the present. Let us now do this by starting with your Legacy and explaining our way to your present (Current Financial Position)
Legacy - at the end of your LIFE, what mark do you want to leave on your FAMILY, your COMMUNITY, your CHURCH etc?
Retirement - The accumulation of your RETIREMENT assets are important but just as important and most commonly overlooked is how those assets will be distributed.
Tax Planning Strategies - When you think about the accumulation & distribution of your assets, the way they are positioned in both categories is CRITICAL to the amount that will be LOST in TAXES.
Accumulation Planning - This BUCKET contains all of your assets that are outside your RETIREMENT plan and could include College Planning & Wealth Accumulation.
Risk Management - This includes all of your INSURANCES such as Life, Home, Auto, Disability, Long Term Care etc.
Current Financial Position - This is where you are right now and if after reading you have concerns I want to offer to you my help (Complimentary). Everything that I just spoke about can be accomplished and you do NOT have to first have wealth to generate WEALTH but you have to start somewhere. What value do you place on your life? I can show you how to make $1 simultaneously take care of all of this. That step is your step to take.
Founder & CEO The Big Bang Partnership Ltd. Innovator. International Keynote Speaker & Facilitator. Innovation Ecosystem Director at Port of Tyne. Maritime 2050 Innovation Hub. Non Exec Director at Mowden Controls.
6 年Sounds really interesting
I help finance leaders develop into dynamic and influential CFOs. I'm host of the leading podcast for finance folks, the GrowCFO Show, and part of the team at GrowCFO
6 年Queen to Rook 7, Check mate?
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6 年Thank you Courtney Harring?it has certainly been a journey but one I would not trade for the WORLD! My services extend far beyond financial services but financial services is such a great way to truly understand the ideal client. I am currently in the process of doing Market Surveys with CEO's, Business Owners and those in administration to learn how they chose their trusted advisors. ?My INTENT is to have shared values with these individuals in hopes that they allow me an opportunity to come into their Organization or place of employment to HELP those in need. ?That is when my PRACTICE will truly take off. ?Having Strategic Partners to aid in the process and also be a service is something else that I am working on as well. ?
I am a private practice owner who serves only our nations military - 500k healthcare earner
6 年Jason this is a great article you are right! We all base our achievements on what we have achieved financially! Your practice seems amazing can’t wait for you to launch it!