The habit of “beginning with the end in mind” was introduced over 30 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 evaluate what you do now.
Today, this concept is used in many areas: leadership, entrepreneurship, project management, sports competition, personal productivity, and yes… financial, retirement and legacy planning.
Most traditional 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 your goals, you should start with your vision. Vision informs your priorities. Priorities inform goals.
It’s the Pyramid of Clarity. Vision. Priorities. Goals.
Not the other way around. If you don’t get this right, the pyramid falls over. That’s why traditional, financial and retirement planning fails.
Even worse, advisors use cookie-cutter goals, which leads to cookie-cutter planning.
Here’s what we believe:
You deserve a custom retirement.
Beginning with your vision, your “end in mind,” is the starting point for a custom retirement.
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