These are the questions that I want you to answer so that I can help you with Life Planning.

QUESTION ONE

I want you to imagine that you are financially secure, that you have enough money to take care of your needs, now and in the future. The question is ... how would you live your life?

Would you change anything?
Let yourself go. Don't hold back on your dreams.
Describe a life that is complete, that is richly yours.

Now having completed that - you are ready to move onto the next question...

QUESTION TWO

This time you visit your doctor who tells you that you have only 5 — 10 years left to live. The good part is that you won't ever feel sick. The bad news is that you will have no notice of the moment of your death. What will you do in the time you have remaining to live?
Will you change your life and how will you do it?

And finally, the third question which requires much thought...

QUESTION THREE

This time your doctor shocks you with the news that you have only one day left to live. Notice what feelings arise as you confront your very real mortality. Ask yourself:
What did I miss?
Who did I not get to be?
What did I not get to do?


When you have answered these questions fully there are other exercises which will help you uncover what is really at your "Heart's Core" and a plan of how you would like the different areas of your life to be.

And then we get to work to overcome the objections in the way and make it happen. This will involve using some very helpful software called Voyant which can show you how long your cash will last and what actions you can take to make it last longer.

This system was created by George Kinder and is called The EVOKE Method.

This really makes Financial Planning so much more.

I look forward to showing you what a valuable and enriching process this can be.