Most people simply haven’t sat down to get really clear on their vision, so rest easy if you don’t have quick answers here. The good definition of vision is desired future state. When you think about vision it is important for the financial professional and you to have clarity of your vision and the point of the financial professional understanding it is:
1. To make sure to only address issues that matter to you; and
2. To make sure that what is suggested is going to matter in the long run, not just in the short term
So with this in mind, I would encourage you think out about 10 years into the future. You can’t know everything that will happen between now and then, but it’s enough time to make some real changes on things that matter to you.
Here are the 5 questions I suggest you answer to get a better since of your vision, your desired future state.
What will be happening in your life in 10 years? What won’t be happening? After you have gone through this type of exercise you will begin to get a since of your vision. This is very important for you to know because it will give you a better opportunity to reach your goals. If you would like to learn more how I can help you get more clarity around your vision give my office a call at 423-267-6858 or click on the link to schedule a meeting to chat.