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The Hardest Question to Answer

December 6, 2012

“What are you trying to accomplish?”  This is the first thing I ask clients that meet with me for either financial, estate or succession planning.


Financial planning cannot be done in abstract or absolute terms – they must be done in an environment that encompasses the entire financial structure of a person or family.  Working in a vacuum will not accomplish goals.  Working to accomplish goals will!


The question is actually quite easy – what are your goals?  Once you establish clear – crystal clear – goals articulated in simple language you will have a direction to work toward.  Too many people invest and make asset transfers without a plan and, invariably, they make wrong decisions and reduce their financial security, take on more risk than they need to and sow the seeds for later regrets.


If you are serious about your future, answer the question at the beginning of this blog.  Write it out and when you meet with your advisor use it as your starting point, and measure every financial move you do against it to see that it brings you closer to your goals.

2 Comments leave one →
  1. Robert Gulick permalink
    December 6, 2012 1:47 pm

    A good question to ponder periodically for the broader goals of your life!

  2. December 6, 2012 8:47 pm

    Thanks Bob for your comment. Good idea!

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