The Importance of a Written Plan
you have a roadmap to your future?
it list your goals, objectives and the what-ifs of life?
you periodically review your progress?
you have someone you trust looking over your shoulder?
research shows that goal-setting leads to happiness. Recognizing our potential
and then utilizing it gives us a sense of empowerment, growth and pride. We owe it to ourselves to question what it is
we really want to do and how we’re going to do it.
begins with a plan. There is something about the process that can help make us
better prepared for what may lie ahead. We encourage our clients to take some
time to dream and plan.
going to be? A great vacation...a new business milestone...financial security…better
health...exploring your faith...whatever you decide, choose something that
excites you, brings you to life, and can make you a better version of yourself.
When I think
about the work we are doing and what I am most excited about, two things come
immediately to mind; the help we can bring in designing the master financial
plan, and the executing and monitoring of that plan.
Make This the Year You Establish a