Clear the Noise
Often, the people we meet walk through life with the intensity of financial noise. From television to Google to the golf course, irrelevance is piled high and served on a silver platter. We find that the challenge for the consumer is that while the noise is adept at encroaching on your mental bandwidth, none of it actually matters until we know if or how it applies to your unique goals and circumstances.
In Phase Two of our model, Clear the Noise gives credence to the fact that we can’t avoid the noise, but we can see it for what it is.
We begin by establishing personal benchmarks. We explore your lifestyle and your longevity and we quantify your financial goals in context of where you are and what you want.
Perhaps for the first time, you’ll experience planning strategies being developed through a filter of what’s important to you. Establishing this relevance is the first step to Clearing the Noise.
It turns out that for many families, the complexity they associate with planning isn’t actually about the planning itself. Complexity is a false construct created by external noise. Great planning integrates relevance with significance allowing technical recommendations to become a meaningful bridge from intention to action.
When you finally see direct connections between financial projections and strategies – and what’s important to you – the sheer potential of your plan becomes empowering.