One of the common reasons given for business failure is the absence of a workable marketing plan. You might wonder how can that be in 2015 with all the books, software, and free information on the Internet about creating marketing plans? Good question. Whatever the reasons, too many companies don’t have the right plans to take them where they want to go
Not restricted to business planning. It applies to personal planning as well.
Failure to plan for a comfortable retirement can be ugly. Ask anyone trying to live today on $30000 a year. Rather than bore you with a diatribe on failure to plan, have a look at a completed plan
Simple and effective with all parties aware of the importance of making informed choices.
Most important, the client now has an agreed objective, strategies provided by experts and action plans in writing. So when the partner or children ask you about the family’s future when you two retire, you can state HERE’S THE PLAN rather than giving an answer full of maybes.
Also important, the plan is reviewed with us every 2 years in the light of circumstances such as increases in earnings and/or superannuation, other investment outcomes and unforeseen expenditure.
The Plan above was created for a middle aged couple with a limited time before retirement.
If young people start now the planning and the amounts required become much easier to handle. Using the 5 step process they can ensure financial security for retirement in less than 8 years. The clients in the plan above will reach their objective in 4 steps.
We do this every day, so call us if you would like us to assist you to develop your plan and to learn about
the 5 step process.
Why not, our services are free!
FOR MORE INFORMATION
Don Duncan F.A.I.M.