The Question You Need to Be Asking (But Your Advisors Aren’t)
The wealth planning decisions you make today aren’t about some numbers on a balance sheet. What you do in your planning has implications FAR beyond you and your money. It will extend to your family for generations and can profoundly impact and assist others who need help.
But there is a question that your current advisors just aren’t asking—and it’s a critical one for your money and the future of your legacy:
Get used to that question because it’s the most pressing one you can ask about your wealth planning.
What do I do now about the wealth I’ve accumulated?
What do I do now that will lead to even better opportunities awaiting me?
What do I do now to make my life significant and remain significant?
If you decide correctly, your legacy will inspire and bless the generations that follow. When your planning captures in written form exactly what you want, you’ll be able to live with confidence, have hope for a lasting legacy, and peace of mind.
- Are you confident that every idea important to you has been uncovered and discussed?
- Does your plan represent the enduring qualities of who you are and the legacy you desire to leave?
- Did the discovery phase of planning with your advisor make you feel you exhausted all applicable aspects of your life and wealth and what you want?
Wealth is more than money. Don’t just plan for your future, live it right now.
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