When I decided to change careers to financial planning around three years ago, I made appointments to visit five different financial advisors. Part of my reason was to start networking with financial advisors in the area, hoping to find a job through them at some point. The other purpose was that I was convinced that I should talk with a financial advisor about my career change and whether I had enough. Now that I am a Life Centered Planner, I realize not one financial advisor I met provided the type of help that I would give as a Life Centered Planner.

So what does a Life Centered Planner do that would be different. First of all, I would be interested in your story, who you are today, how you got to where you are today, and where you desire to go in the future. I want to know where you want to be in 5 years, 10 years, 15 years, 20 years. Life is not a rehearsal. What do you want to do with the time you have left. I want to know this because most, if not all, transitions cost money.

As Mitch Anthony says, "Money goes in motion when life goes in transition."

The critical question is, how much is enough? And equally important, enough for what?

My question was, do I have enough to quit my current career that I have done for 35 years and start a new one, where I have no experience. It is a scary proposition. Yours might be, 

"Can I quit my job and launch my own business?"

or

"Can I sell my home and buy my dream home in the country on 15 acres?"

or

"Do I have enough to retire so I can spend time with my family and travel?"

Once that question is answered, I then look at all currently available resources, all resources that will come available in the future, your current lifestyle, and then tell you the truth. The truth may be that more resources need to be found, or it might be that you can:

1. Launch your business right now, and you could have several years ago.

2. Buy a bigger house, or buy more acreage.

3. Retire sooner than you expected if you want.

Sometimes the truth is not what you want to hear, but I will still tell it to you. You might find out that you can do more than you realize, or that you don't have to be so aggressive anymore with your investments.

If I had been working with a Life Centered Planner, I am sure I would have switch careers several years sooner, and those are years I will never get back. I can't redo my past, but I can plan my future, and I want to help you plan your future.

If you want to find out what planning for your future could look like with a Life-Centered Financial Planner, click on the link below and schedule a time to talk.

https://calendly.com/leadingedge/financial-planning-discovery