The 3 Great Questions-
one must ask when embarking on the process aimed understanding and assist you
in fulfilling your deeply held values and vision. Your life purpose is at the
heart of our client-advisor relationship. We cannot in good conscience
prepare a financial plan that doesn't put your most profound goals right at the
center of the plan. At Guidance Financial YOU are the client, not your money.
Question One: I want you to
imagine that you are financially secure, that you have enough money to take care
of your needs, now and in the future. The question is, how would you live
your life? Would you change
anything? Let yourself go. Don't hold back your dreams.
Describe a life that is complete, that is richly yours.
Question Two: This time, you
visit your doctor who tells you that you have five to ten years left to
live. The good part is that you won't ever feel sick. The bad news
is that you will have no notice of the moment of your death. What will you
do in the time you have remaining to live? Will you change you life and
how will you do it?
Question Three: This time,
your doctor shocks you with the news that you have only one day left to
live. Notice what feelings arise as you confront your very real
mortality. Ask yourself: What did I not get to be? What did I
not get to do? What dreams will be left unfulfilled? What did I miss?
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