What is the Checklist?
Almost every day one of our team members get asked by our clients and prospects, "Do I, or will I, have enough money?" We believe this question originates from the financial advisor community training the public to be frightened enough to seek out a financial advisor's services.
While "Do I, or will I, have enough money?" is a question to be solved, at Guidance Point Advisors we don't believe it is the question to be solved. Wouldn't a better question to ask be, "Am I getting the best life possible with the money I have?"
So what does "getting the best life possible" look like? What are the chief components of a quality life that are tied to your financial decision making?
Our work and thinking brought us to the conclusion that there are 10 aspects of life tied to the financial lens and prudence that are tied to three categories. Interested?
Download our 10 aspects checklist that we use with our clients, or contact us if you want to have a conversation about our process and how it can be applied to your situation!