We Have A Simple Objective.
A GOAL OF HAVING
We hope that through the work we do, our clients will come to one important decision. That decision is to set a goal of having transferable wealth the day they die.
IS NOT IMPORTANT
It can be only a dollar to a charity or a non-profit. It may be a million dollars to their children. It may even be a multi-million dollar foundation to perpetuate a legacy of service to mankind.
The Amount is Not Important…
The Decision Is.
If you have been learning from the internet, newspapers, social media and friends about financial planning, you will not be positive. You will believe that it’s about insurance and investments, cost and commissions or even frauds and pyramid schemes. You will think that the best way is to do it yourself but the problem is you may not have the time and energy to learn everything you have to learn.
Because of that, you may not know where and how to start.
Financial Planning Must Lead to Savings
and The End of Financial Planning is Transferable Wealth
BEGIN WITH THE END IN MIND
Every time we begin a discussion on financial planning, we always bring a question into the meeting.
We ask our clients what do they really want when they put their hard earned money into a financial plan. If you were to begin with the end in mind, what is the “end” you have in mind?
IT’S ABOUT THE BIG “WHY”
Suddenly, it is not about buying an insurance policy or making an investment. It is not about comparing products. It is certainly not about how the advisor is being remunerated. It is about the big “WHY”.
When it comes to the “WHY” of financial planning, different financial planners will have their own answers. You can try googling the phrase “purpose of financial planning” to experience for yourself how diverse the views can get.
Do you know we have a Building Transferable Wealth Guide that we share exclusively with our clients?
GEN BUILDING TRANSFERABLE WEALTH GUIDE
Have you ever wondered why you are spending so much into investments, savings and insurance?
In this book, you will learn about:
- How much of your income should go towards expenses
- The real definition of assets
- The 4 ways to convert assets to income
- The most important question in financial planning
- Where does risk management fit in
- And how does all of these come together as a plan.
Get your FREE copy now.