2 min read

The Second Element You Need for a Successful Journey

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In "Alice's Adventures in Wonderland," the following is an exchange between Alice and the Cheshire Cat:

"Would you tell me, please, which way I ought to go from here?"
"That depends a good deal on where you want to get to," said the Cat.
"I don't much care where—" said Alice.
"Then it doesn't matter which way you go," said the Cat.
"—so long as I get SOMEWHERE," Alice added as an explanation.
"Oh, you're sure to do that," said the Cat, "if you only walk long enough."

If you’ve been through our Discovery Meeting, you know where you are and where you want to go, but determining how long you walk is the next step. It’s time to chart your course.

The Plan

Plenty of people are saving and investing without really understanding the significance of their behaviors or how those behaviors need to change as they approach or move through retirement. Now that you are clear about where you are and where you want to go, you need to plan how to get there.

The last time you left on a journey, you knew where you were going, along with many other details. Your trip had unexpected events, as all journeys do, and the amount of planning you put in ahead of time impacted how well prepared you were for the unexpected.

Your financial plan will obviously include saving money, but it should touch on so much more. The balance of your portfolio based on your personal risk tolerance, the order you withdraw your assets, and how much money to donate to charity depends on your personal goals.

For some, retirement is almost completely focused on adventure. All of the years spent working hard and investing are focused on the end goal of exploring the world for experiences that could fill a book.

For others, leaving a legacy that impacts generations to come is the most important thing. Making sure your money is available at the right time, to the right people insures your family and loved ones are cared for and protected.

Still others have been working for many years in a field or position that hasn’t necessarily been easy, but has been financially rewarding, all the while looking forward to a day when they could begin to work on a project, a business, a dream they’re deeply passionate about.

Here's the Point

The point is that you’re going to end up somewhere, but getting to the place you want to be requires thoughtful planning now. The Investment Plan Meeting will layout the strategies and actions you can to take to have the greatest degree of success in achieving your goals while enjoying your life along the way. Of course, this leads to the final element of your journey, which we’ll talk about in our next post.

You can start the process of building your map and executing your plan today by contacting us.

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