The habit of “beginning with the end in mind” was introduced 25 years ago by Dr. Stephen R. Covey in his groundbreaking bestseller, ‘The 7 Habits of Highly Effective People’.
This means that you should have an image of the end of your life as your frame of reference, so you can plan appropriately today.
This concept is used in many areas: leadership, entrepreneurship, project management, sports competition, personal productivity, and of course, financial, retirement and legacy planning.
Traditional, cookie-cutter financial advisors start with the question, “What are your goals?”
On the surface, it seems like a valid question, but it’s flawed.
Instead of starting with goals, you should start with a vision. A clear vision will inform your priorities, and those priorities will inform your goals. Think of it as a pyramid. Clarity. Vision. Priorities. Goals.
If you don’t get this right, the pyramid will crumble. That’s why traditional, financial and retirement planning fails.
Many financial advisors use cookie-cutter goals, which lead to cookie-cutter planning.
Not too helpful.
At Granite State Retirement Planning, we believe that you deserve a custom retirement. We begin with your vision, and keep the end in mind for the duration of our relationship. Your vision is the continual reference point for your customized, successful retirement. We’re here to help you stay true to it!
Ready to achieve your vision? Let’s get you started with our financial guidance report:
