Which navigation system do you use on a long drive? Is it Google maps? Apple maps? Waze? Garmin?
I've found most people have a preference in which app they use to help them get from point A to point B. I'm a Waze guy.
But more importantly is just the mere fact that most people USE a tool to get them from one place to the next that I find interesting.
Why is it that people use these tools?
I suppose for me its because I want to know what to expect. I want to be able to focus on other things along the way to my destination (podcast, music, audiobooks). I want to know I'm taking the most efficient route so I'm not wasting precious time (or gas). If an accident occurs I want the option for an alternative route to avoid traffic. I could go on and on. Simply put, it gives me a sense of calm to know where I am headed.
Well, this idea got me thinking, shouldn’t we all be as committed to reaching our financial “destinations” as we are about getting to our next destination?
With that in mind, here are 2 questions to ask yourself:
- Is your family driving through life without a financial “Waze” guiding your financial decision making?
- Do you have a financial roadmap that updates your likelihood of financial success in real time as your life evolves?
👉 This is what objective & conflict free financial advice is all about: ensuring that you and your family are continually staying on the right path to reach your goals.
This is the core of our Financial Life Plan™.
In fact, at the plan’s conclusion, you will receive an actual Report Card, indicating your current & future financial preparedness.
Similar to your navigation system using historic data from traffic patterns and real-time information from satellites to help map out your journey, we'll use our tools and technology to let you know where you're headed financially and what to expect along the way.
If you’re interested in exploring this further, click here to learn more about our 7 step planning process.