Big Picture Planning

When we look very closely at things, we sometimes get a distorted view. Let’s say we are looking closely at the ground. If we place a level on the ground, we can see that the earth we are walking on is flat. But as we move up and away from the ground, eventually we can start to see that the earth is actually not flat, but is round.

Looking at things too closely commonly happens in financial planning, and that lack of perspective is very dangerous. People need to be able to look at the big picture.

• How am I doing globally?
• How am I doing in totality?

Once we have that context, it gives us the information that the world is round. Now we can start focusing closer in on some of the issues and problems. Use more of a microscope, as we look at the ground.

At the beginning, a telescope might be better than the microscope. What we do for our clients is help them understand the big picture and the plan that we’re trying to create. We show them a financial blueprint that allows them to see all their financial decisions on one piece of paper.

Once we have the big picture, we can then look at each decision, whether it has to do with their:

• College planning for their kids
• Estate planning
• Life insurance
• Wills
• Employee benefits
• Savings
• Investments
• Retirement Plans
• Annuities
• Social Security
• Property and Liability Coverages

We can go narrow and deep, but only after we’ve created the context of that big picture plan. What we feel strongly about is first understanding the current big picture for each of our clients, before we make any decisions.

• Where are they today?
• Where do they want to get to tomorrow?
• What is their current situation?

Then, we can move forward in the best, most efficient way.

Big picture planning. If you want your picture drawn by our team, please give us a call.