Are you in touch with your financial and life goals? You may have a vague idea about what you’d like to obtain or accomplish, but do you know how to go about making those dreams realities? While traditional financial planners tend to focus on products instead of people, Alpha Omega Wealth financial advisors focus on understanding the big picture, so we can help you achieve it. Learn what financial planning FAQs you should be asking before you start working with a financial planner.
Identify and Attain Your 2018 Financial Goals with These 3 Questions
While dreaming big is great, many of our clients have found that it can be challenging to craft a financial action that accounts for their values and goals while also accommodating where they are in life. Unfortunately, traditional financial advisors often skate over these key aspects of developing a successful, long-term financial planning strategy.
Start the process with these financial planning FAQs
Before you start developing your financial planning process with advisors like Alpha Omega Wealth, it’s essential to identify and understand the core values propelling your purpose and ultimately, those of your privatized banking system. If you aren’t quite sure where to start or are struggling with the financial planning process, try answering these life planning questions to help hone in on your financial goals.
Take your imagination on a trip to prosperity
What does financial security mean to you? Try imagining a life in which you are financially stable and that you have money to take care of your current and anticipated needs. What does that your life look like? The goal of this exercise is to let your imagination run wild while honing in on what an authentic life would look like if you weren’t hindered by circumstance or economics.
Evaluate how you’re currently living your life
Next, imagine that you’ve been diagnosed with a disease that gives you between five and ten years to live. Unlike the previous scenario, you don’t have all the money in the world, but your current resources. While you’ll never experience any discomfort, there’s no way to know where or when you may pass on. With that in mind, ask yourself: What do I do with the time I have left?
While facing one’s mortality isn’t a comfortable scenario for most people, this exercise will help you get down to what matters to YOU. It’s during activities like this that important milestones, experiences, and people start to creep toward the top of the priority list.
What happens when the countdown begins?
Now that the stage is set for the exploration of your life priorities, you are ready to begin the last exercise. Imagine your doctor tells you that instead of five to ten years, you now have 24 hours to live. As you imagine this, try to notice how you’re feeling and what you’re thinking:
- What would you miss?
- Who didn’t you get to become or achieve?
- Who would you want to spend more time with?
- Do you have any regrets?
While this may be difficult, exercises like this will help you identify what values you will be building your legacy around.
Develop a Plan of Action with Advisors Who Get Your Goals
As a private wealth management firm, our Las Vegas financial planners are ready to empower you with the knowledge and tools to make your life goals a financial reality. From answering your financial planning FAQs to teaching you how to grow your own privatized banking system, you can start harnessing the power of infinite banking today.
