<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=275610486160139&amp;ev=PageView&amp;noscript=1">
CLIENT LOGIN
802.846.1264
South Burlington, VT

Value Creation Blog

6 Reasons You Need Client Facing Planning

6 Reasons You Need Client Facing Planning.png

Your first question might be what the heck is client facing planning?  We’ll get to that in a few minutes.  Just be aware it’s something you should be interested in. 

Why you might ask?  Because it puts you at the center of the planning engagement.  Too often people like you might be convinced to do a financial plan, then you turn over your information over to a financial planner and wait for your financial guru to tell you what you need to do. 

The problem with this is you are giving up your power and waiting for an “expert” to tell you what to do.  I don’t want you to do this and here are 6 reasons why. 

First, what is client facing planning?

Continue Reading

Topics: financial planning, scenario planning, client facing planning


4 Reasons You Must Do Scenario Planning - Video

We often think of scenario planning to be something that only businesses do.  Why don't you watch this five minute video and learn why scenario planning is just as important for individuals as it is for businesses?

Continue Reading

Topics: financial planning, transition planning, scenario planning


6 Reasons You’re Lousy at Forecasting the Future

6_Reasons_Youre_Lousy_at_Forecasting_the_Futue.pngIf you were an Econ (a totally rational person) you would be able to take all of the information that’s available to use and use that information to accurately forecast what’s going to happen in the future.  That might be true if all of us including you are able to keep your biases and feelings out of the way when making predictions about what’s going to happen in the future.

The truth is you’re not an econ and neither am I.  Both of us have this problem.  We are way too optimistic about what’s going to happen in the future.

My problem with budgeting.

Continue Reading

Topics: financial planning, scenario planning, behavioral economics


6 Common Risks That Can Ruin Your Retirement

6_Common_Risks_That_Can_Ruin_Your_Retirement.png

 

 

A large part of the work we do at Stage 2 is helping our clients manage risk. In the investment part of our business that would mean investment management.

That’s not the only type of risk we help you manage. I think a more important risk is what I’m starting to call retirement risk. These are risks besides investment risk that we should be helping you think about.

Here are 6 things for you to consider.

Let’s start with health.

Continue Reading

Topics: retirement planning, financial planning, scenario planning


Retirement Planning - Will I Have Enough Money To Retire?

retirement-1This is a question I’m asked a lot. My answer is always, “it depends.” The key for me is you don’t want to run out of money before you run out of life.   I always keep this in mind as I make recommendations for how much you’ll need.

Here are some questions you might want to answer along the way:

Continue Reading

Topics: retirement planning, wealth management, scenario planning


Learn About Phantom Stock And A Stay Bonus

stay_bonusThere are three things that can happen in your business that you want to make sure your key people stick around for. They are:

Continue Reading

Topics: retirement planning, financial planning, stay bonus, scenario planning


Bad Things Will Happen. Are You Prepared? - Scenario Planning

scenario_planningI don’t know about you, but I hate to think about the really scary things that can happen in life. At the same time I know it’s the responsible thing to do. I love my family and I want to make sure that if something happens to me they’ll be taken care of.

There are two sides of disaster planning: One is scenario planning and the other is risk management. This post is for those of us who need some reminders about risk management.

Continue Reading

Topics: financial planning, wealth management, scenario planning, disaster plans, stage 3,, stage 2,


Bad Things Will Happen. Are You Prepared?

disaster planning resized 600I don’t know about you, but I hate to think about the really scary things that can happen in life.  At the same time I know it’s the responsible thing to do.  I love my family and I want to make sure that if something happens to me that they’ll be taken care of. 

There are two sides of disaster planning.  Last week we dealt with scenario planning.  This week we’ll concentrate on risk management.

Continue Reading

Topics: understand complicated plans, scenario planning, disaster plans


Are You Ready For Your Life To Change?

changes ahead exit sign resized 600We live in a time where things can easily be turned upside down.  What we thought was true today may not be tomorrow.  What was supposed to only happen once in two hundred years happens three times in five years.  You get the idea.  What we used to think would never change changes all of the time.

Continue Reading

Topics: personal value, Change, scenario planning


You Need Contrarians in Your Life

Continue Reading

Topics: business coaching, asking why, scenario planning


Subscribe to Our Blog

Subscribe to Our Blog

Most Recent