Planning is about people. Too often we focus on the things. We focus on taxes or we focus on the business and the heirlooms. Don’t forget that the purpose of planning is people.
Planning is about our loved ones, our employees, our customers, and the other people in our lives. It is about a result or a goal that enhances our lives and theirs. The plan itself is about taking steps and actions to achieve those outcomes to enhance people’s lives.
The things and the money are the fuel for that process. We use them along with our other talents to achieve the goals. We just got out of tax season. Many people are focused on planning right now. It is just that they are focused on the dollars and cents. We should look to the people first.
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