Personal Wealth Plans

Personal Wealth Plans

The world of financial planning planning can be a complicated one. We have to monitor our income, savings, debts, investments, insurance, and everything else in between. On top of that we’re inundated with outrageous headlines on TV, our brother in laws can’t fail stock tips, and the constant fear of the unknown. It’s not surprising that the vast majority of people haven’t taken the time to plan out their finances. The fact of the matter is that it’s certainly much easier in the short term to put it aside. Everything is permissible, but not everything is beneficial -1 Corinthians 10:23 As with most things in life, what is easier in the short term, can be devastating in the long term. This is why we believe that everything family should have a Personal Wealth Plan. Our plans are the living, breathing document that we review with our clients over the years to help them talk through their goals and make informed decisions. Watch the video below for a brief introduction into what’s involved. A Personal Wealth Plan starts with an initial DISCOVERY meeting. We’ll find out about your experiences with money, ask questions about your short and long term goals, and review the current steps that you’re taking. Next we sit down for a REVIEW meeting to start digging into your current plan. This is very much discussion based and allows you to visualize your outlook for reaching certain goals with what’s currently in place. We’ll start to prioritize and develop an ACTION PLAN that will give you specific next steps to start putting in place. From there we monitor,...