Before we begin do you have a financial advisor?
If you have an advisor are they engaging with you and helping you reach your goals?
If not, consider getting a financial planner who acts as your coach, has integrity and is passionate about seeing you grow.
Step 4: Guidance
Guidance is defined as the process of helping and directing an individual in a way that is beneficial to them.
When contemplating allowing someone to guide you, we need to think critically about their intentions, actions and motives. Often only in hindsight do we tend to take these factors into account. We have also notice people tend to follow someone because they have followed them before. This habit simplifies our life but we need to be aware of the risk we take when we follow without questioning.
When choosing a guide it is crucial to weigh up things like experience, qualifications and knowledge while assessing their actions. The guidance a financial planner provides has a significant impact on your future. You need to take responsibility and choose wisely.
At Growmatter guidance follows exploration in our planning process. We have explored the possibilities and taken into account your goals and wishes. We then design a clear plan highlighting the solutions and options available to you. With the knowledge of where you are currently and where you would like to go, we are able to connect the dots for you.
During the entire process we work together, you are not alone and we are always here to answer questions and explain things you are unsure about.
Guidance is crucial and we know that trust, objectivity and accountability are cornerstones throughout this process. Your success is important to us and all the planning we do is for you to achieve your goals.
The next step in our process is action. With your goals, a plan and a guide we now need to take action.
For more information or to start your financial plan contact us
Live Trust Grow Matter
