Financial Organization – Part 4
In our last blog, we talked about the logical process of dividing each of the three model areas, Protection, Savings and Growth, into nine sub-areas, or “drawers”. We also listed all the common errors in the 9 Protection Drawers. In this blog, we are going to take a look at the common mistakes in the Savings drawers.
Financial Organization – Part 3
The proverb goes “A “Picture is worth a thousand words” and the truth of that proverb is very clear once we’ve created the game board or visual picture of our client’s financial model. In this blog, we are going to list some of the most common shortcomings of the nine Protection drawers.
Financial Organization – Part 2
In our last blog, we talked about emptying and organizing the financial “junk drawer” into a working model. Once that is done, we have the beginnings of helping people move from where they are to where they want to be in life.
Financial Organization – Part 1
When we sit with clients initially, we find that most people have what we call the financial “junk drawer.” What does that mean? It means they don’t have an organized approach to making money decisions.
Life Insurance Asset Management
It’s an unfortunate fact that many policies will simply not perform as their policy owners expect them to. One of our services is to help create awareness of where our clients stand, in relation to managing their Life Insurance assets, and provide options that will enable them to make much better decisions about how to manage those assets.