WE HAVE A SIMPLE OBJECTIVE
A GOAL OF HAVING TRANSFERABLE WEALTH
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.
THE AMOUNT 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 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.
PLAY TO WIN
Financial planning shouldn’t be like that.
Financial planning should really be a game and you should know the rules.
Most importantly, you must play to win.
HAVE A GAME PLAN
In GEN, we have a game plan for our clients and here is what having a game plan does:
- It creates clarity
- It saves time
- It brings meaning
It transforms the conversation from us telling you what you need to you telling us what you want.
FINANCIAL PLANNING MUST LEAD TO SAVINGS AND THE END OF FINANCIAL PLANNING IS TRANSFERABLE WEALTH
GEN HAS OUR OWN PHILOSOPHY AND WE BELIEVE THAT
FINANCIAL PLANNING IS ABOUT
BUILDING TRANSFERABLE WEALTH
That is the reason why having insurance to protect as well as having savings and investments to lock and grow your assets makes sense.
At the end of the day, how much is there left to be given away meaningfully will be the real test of how financially successful one is.
Everything we do as a GEN planner is with this end in mind. We also recognize that having transferable wealth requires building a financial plan in stages.
The stages are not determined by age but rather by more meaningful measurements – surplus, asset, investment income and estate.