Wednesday, April 07, 2021

Creating a Long term Vision with short term view

Tomorrow is nearer then I think.

Most of the life events are foreseable and known (I agree,not exact), but since near ones is more clear,more certain and exact and if that is close to heart and/or high priority, 97% tend to satisfy near term events and needs.

This is easy.

We do deep discussions with clients in understanding and helping them define life events (stage one) and once these are defined well and GAPS identified and strategy in place to fulfill, I have found, every individual is committed to achieve and make it happen.

#FNquote #financialplanning #financialfreedom

PhotoCredit : diana penty



0 comments: