The Importance of Knowing Where You Are Going

For hundreds of years people have relied on accurate maps to know where they are in the world. Likewise, people need maps to help them know how to get to their destination. We begin every financial planning engagement considering where people are on their journey in life because it is critical to know what resources you have, and what those resources will be used for.

Without this basic understanding we can become adrift in a sea of possibilities or begin searching for things that are unimportant. Join us as we discuss the importance of knowing where you are going as it relates to the financial planning process.

Envisioning Ideal Life Document

This content was written by Spencer S. Hall CFP®, RLP ®, CKA ®, MBA, MDiv

Spencer is a Certified Financial Planner™ with 14 years in the field of retirement and financial planning. As a second-generation financial advisor at Retirement Planning Services, Spencer brings a wealth of experience and passion to help clients align their wealth with their core values.

Advisory services offered through Retirement Planning Services, LLC.

The information in this article is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.