So Much of the Time, We Exist in a Vacuum…
… only looking at this exact moment in time. On the other hand perhaps the wise pathway is to plan with forethought so that we can understand the entire spectrum that is in front of ourselves, our families, our businesses. Now some would say that too much planning interrupts and even thwarts growth. At SG&C, we believe that it’s not a matter of micromanaging your life but understanding the ebbs and flows, always balancing safe moves with developing opportunities.
You may have heard about LifeCycle planning before. Some trusted advisor organizations perform it to a degree. But most give lip service to the notion of planning around life events… or better yet use it to churn business or sell products. We know that sounds cynical, but it is actually our clients who are telling us this after we describe our proprietary philosophy around LifeCycle planning.