A life plan is created with you, and balances today's lifestyle decisions with tomorrow's financial planning tactics; in the long term it's the lifestyle decisions that usually have the greatest impact.

Planning begins with a complimentary getting-to-know-you session where we identify:

1) You

2) Assumptions about the future

3) Your values

4) Your vision

5) Details about your vision.

Values

Life plans begin by having you prioritize your family values, these will help in determining your financial direction.

Vision

Life plans help you clarify your vision of life in four areas: home, lifestyle, family and career. Life planning recognizes that your immediate wants are just as important as your long term planning needs.

Details

Life planning allows you to attach details to your vision exactly according to what you want. For example, you can model any number of lifestyle decisions and determine how each affects the plan both today and in the future so you can decide for yourself which coarse of action to take.

Solutions

To learn what effective actions you could take, use advanced life-planning software from VisionWorks to model and compare "What If?" scenarios. You can try out lifestyle options and financial planning tactics to customize your plan based on your values, attitudes and vision.

What's Next?

I invite you to try the first part of the life planning process for yourself. We meet for 45 minutes to complete the Values and Vision exercise and, based on your own experience, you will be able to decide if a life plan will be of value to you.

 

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