The statement can also be written what are your dreams. If a financial planner could give you the most ideal future what would this look like? What car would you be driving, where would you live, how many times a year would you go on holiday? How much income would you be earning.
It all comes back to your time line. One year is just twelve months. It’s already near December. Where did the rest of the year go? In just 60 months you’ll be 5 years older. In 5 years what will your life look like? Do you have kids? If you already have kids, will you have more kids. Do you own a business? Will your business be more or less successful?
If something happen to this life plan would you want a life “spare tire”. Even people employed by the government don’t have job security. Even if you feel your job is secure, can you guarantee there won’t be a financial burden if you couldn’t work if the unforeseen happen? How will the unforeseen affect your ability to achieve your goals. If all these questions concern you, just fill in our two minute form and we can lift the burden now.