Your Retirement Vision Comes First
In traditional financial planning, the focus is almost always on the numbers first. We are told to save a certain amount, invest in specific funds, and hit a specific number. But what if that's the wrong approach? This creates an either/or dilemma: either you chase an arbitrary number, or you risk having a financial plan that doesn't align with your life. Our constitutional approach offers a both/and solution by starting with your life's vision first.
'What if your financial plan started with your life's vision? We call that your 'Retirement Constitution'—your personal North Star. It defines the 'what' and the 'why' of your ideal future.'
Your Retirement Constitution is a foundational document that defines your ideal future, serving as the foundation for all financial decisions. This is a Safe and essential first step that provides clarity on your 'why'. This constitutional approach, which focuses on the human vision first, makes the financial plan a tool to serve the life, not the other way around. It’s a powerful competitive advantage that can’t be replicated by traditional advice.
If you're ready to start building a financial plan that's deeply meaningful and aligned with your life's vision, watch the full podcast episode. https://www.safesimplesound.com/retirement-planning-edition-episode-3/
DISCLAIMER: This content is for educational purposes only and should not be considered personalized financial advice. Always consult with a qualified financial professional before making financial decisions.