Insurance Insider

This is where we start to understand the concept of spending less than we earn and the magic of 10%. The pyramid gets us really thinking about our protection needs and the value of putting a plan together to protect the money you have spent your time earning. One or more of the three uncontrollable events, if not more, will happen to you and your significant other.

Now that you know What you believe about finances and your plan and where you are at currently with your plan you are ready to determine where you need to go from here.

We continue the evaluation of your current situation in this episode. This will help determine where you may want to go from this point.

We’ve established an understanding of your beliefs and where your coming from. Now we need to look at your current situation - what you have in place for a plan already. From here we’ll discover gaps, if any, that need to be filled. This analysis is two parts long (Part 2&3).

In order to find specific answers we first have to start with general foundation discovery questions. These questions help both you as a potential client and me as an advisor uncover what you believe and where to go from here. It may be worth your time recording your answers for your own benefit throughout this mini series.