Amazing to think September is here and Q4 has arrived. After a conversation with a friend’s mom this week, it became clear that we are long overdue for a discussion about Life Planning Strategy. I have a theory, one I test rigorously meeting people. It’s holding up thus far, much to my amazement.
It’s become my reason d’etre for providing proactive consulting services. Here goes – my theory is …
We are taught many things through education. We learn about life and life planning through experiences.
In the US, it’s rare to incorporate day to day life, financial education, legal education, medical decision making skills and proactive strategies of how to incorporate the administrative stuff in “lay person terms” for us as we are starting out in life. Instead, we experience something and react, like cause and effect, over and over again.
skills and proactive strategies of how to incorporate the administrative stuff in “lay person terms” for us as we are starting out in life. Instead, we experience something and react, like cause and effect, over and over again.
Often life planning is referenced in conjunction with personal development. Hey, personal development is important! Yet, it doesn’t address the administrative side, the “stuff” we need to learn about, consider and do when we assume responsibility for our lives as an adult. Why not, I ask?
I’d like to propose a PIPE dream strategy for your consideration. Funny thing about life – the road is often filled with curves. During Q4, we’ll focus on the PIPE dream strategy to create awareness and inspire action as we march toward year end.
- P stands for Prepare for the what if’s in life. What if you could no longer work? What if a natural disaster hit your hometown TODAY? Do you have in place what’s needed to start again?
- I stands for Invest in yourself for you to live as you wish today and into the future. Investment is comprehensive, inclusive of ALL resources to help you live lives as you envision through the duration of your life.
- P stands for Protect what you’ve got. Assets and your peace of mind are at risk without considering plans to protect you in case. Have you made decisions about your health, your assets, your business? What’s needed in your state to ensure what you’ve decided is upheld? Protection also includes insurance for your health, car, home. Get to know the income replacement policies, long-term care policies, the hybrid life insurance policies that include “living benefits”. Consider business insurance, identity theft plans and more.
- E stands for Execute plans to implement what you decide. Make appointments with accountants, tax people, financial planners, estate planning attorneys, insurance agents, et al to start the paperwork needed to document your decisions.
Funny thing about decisions – you are making a decision when you don’t decide upon something. Think about that. Q4 is here! Is it time to establish a PIPE Dream strategy for you?
When you are ready to explore ways to anticipate, prepare for and implement. Let’s talk! We’ll tackle those “life and work issues” with diligence and some fun along the way. Awareness of what’s at stake and what’s to gain is a powerful tool.
Reach out with questions via Email. Additional information is available upon request or on the website @ The Living Planner
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