Financial Life Map - By Peter Geckeler
If you have ever been to the Legacy Planning Group office, you have likely heard the phrase “Everything affects everything else.” As a way to support this statement, we will review the Financial Life Map with each client. The map lists out fifteen areas of life including “Enhance Lifestyle,” “Manage Health,” and “Helping Beneficiaries.” Twenty-seven years of experiences has revealed that a decision made in one of the boxes will almost always impact at least one other area of the Financial Life Map.
We will also review this graphic in order to remind clients that an advisor at Legacy Planning Group is equipped to speak wisdom and truth into each one of these topics. So as you look at these fifteen boxes, what may stand out to you as a priority that you could use biblically-based counsel? Give us a call!
The SFA does not give tax or legal advice.
We cannot guarantee future financial results.