The purpose of Financial Life Planning is to help you create a satisfying and fulfilling vision of life and then help you discover how to achieve that vision. Your vision of life is made up of your specific “wants” which are vivid and compelling to you – the ones that get you exited for the future. These include four areas of your life; home, lifestyle, family, and career. Incorporated within all of these are your estate and philanthropic considerations.
All good planning involves imagining the way you want things to be (your vision), confirming where you actually are (your current reality), assessing and acknowledging when there’s a gap between the two, understanding why there’s a gap, and then learning what you can do to close that gap.
WealthLife Capital uses this Financial Life Planning Process. Although we also provide regular modular and comprehensive financial planning services, we believe that Financial Life Planning is a better solution for our clients. Financial Planning is about crunching numbers, using financial tactics and products that will meet financial objectives. Life Planning is about your life. It’s about creating a satisfying and fulfilling vision of life, and then discovering how best to achieve that vision.
With Life Planning, you participate in every step of the planning process. You align lifestyle decisions with effective financial-planning tactics that suit you. Life Plans are about your vision, your way.