What’s it Worth to You?
~ THREAD ~
Imagine two people with very similar lives.
Both are busy professionals with demanding careers.
Both have two children.
Both have busy family lives and are actively involved in their communities.
1/7
~ THREAD ~
Imagine two people with very similar lives.
Both are busy professionals with demanding careers.
Both have two children.
Both have busy family lives and are actively involved in their communities.
1/7
Each day, after they’ve completed all the extra stuff after work, each still has to cook dinner, clean up the kitchen, and help with homework – before checking a few final work emails.
Finally, it’s 11:00 p.m., and here’s where the lives of these two people diverge.
2/7
Finally, it’s 11:00 p.m., and here’s where the lives of these two people diverge.
2/7
One goes to bed.
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The other sits down to manage the family finances.
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This second person faces the following seven questions:
1- How do I invest my money?
2- Do I have the right kind of insurance policies?
3- Do I need to do anything about my estate planning?
3/7
The other sits down to manage the family finances.
This second person faces the following seven questions:
1- How do I invest my money?
2- Do I have the right kind of insurance policies?
3- Do I need to do anything about my estate planning?
3/7
4- Have I saved enough to help the kids with university fees?
5- Do I have enough saved to retire?
6- Should I worry about what’s happening in the stock markets this week?
7- How do I know when it’s time to make a change to any of these things?
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4/7
5- Do I have enough saved to retire?
6- Should I worry about what’s happening in the stock markets this week?
7- How do I know when it’s time to make a change to any of these things?
4/7
This person spends hours reading books, checking websites, and reviewing reports.
He tries to understand every aspect of his financial life so he can make smart financial decisions.
It’s a never-ending process that he repeats each night before going to bed.
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5/7
He tries to understand every aspect of his financial life so he can make smart financial decisions.
It’s a never-ending process that he repeats each night before going to bed.
5/7
So, how can the other person just go to bed without a second thought?
She picked a different path.
She hired a fantastic financial planner, they built her financial plan, and she communicates regularly with him.
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6/7
She picked a different path.
She hired a fantastic financial planner, they built her financial plan, and she communicates regularly with him.
6/7
As a result, she can spend time on all the other important things, like her career, her family, and staying on top of all her other priorities.
Looking at the difference in the lives of these two people, I have one question for you:
What’s that worth to you?
7/7
Looking at the difference in the lives of these two people, I have one question for you:
What’s that worth to you?
7/7