By Frank Corrado
Imagine having a trusted guide by your side as you navigate life’s significant changes—whether it’s a changed relationship, finances, or a quest for deeper meaning. That’s what Life Design is all about.
Life Design equips you with the tools and guidance to proactively shape your future, embrace change, and align your financial decisions with your evolving life goals. It’s about sparking a new sense of hope and inspiration.
Our unique, multidisciplinary approach empowers you to consciously and intentionally create a fulfilling life that resonates with your core values and purpose. It’s about managing your finances to create a life that feels right for you.
Traditional planning focuses on solving problems and overcoming obstacles. Life Design is a prequel, the first step in financial planning. It is about setting the correct problems to solve. It asks, “What future am I striving for?” Planning is data-driven and analytical, using the left brain, while design is creative and intuitive, engaging the right brain. Both mindsets are crucial for achieving an optimal life.
Life Design isn’t a luxury; it’s necessary for effective financial planning and investment management, especially if you’re uncertain about your future. It provides a clear destination for your financial plans, making you feel reassured and secure about what’s ahead.
Does Life Design Meet a Need?
Life can be stressful, and money often adds to that stress. Everyone needs help sometimes.
- The growing self-help industry offers many resources to support those in need, including books, programs, podcasts, and classes.
- Financial professionals—advisors, wealth managers, brokers, agents, and planners—are eager to provide products and services to meet financial needs.
- Meanwhile, life planners, coaches, counselors, and therapists leverage behavioral psychology and emotional insights to empower and inspire individuals, helping them overcome obstacles and reach their full potential.
Each discipline plays a crucial role, but the journey from identifying purpose to executing a low-risk plan requires a holistic approach, blending technical expertise with behavioral insights, ensuring a comprehensive strategy for success. Life Design brings it all together.
Life Design Can Address the Following Needs:
Change is inevitable, and the life transitions that follow can be joyful and stressful, whether planned or unexpected. These moments, whether they bring a welcome surprise or a dreaded fear, force us to leave behind what was familiar and adapt to new ways of living. Often, they involve the loss of someone or something meaningful in our lives. Regardless of how prepared we are, life transitions can be overwhelming without proper support.
- Family Relationships:
- Divorce/Separation: Finding stability and support during a separation or divorce.
- Death of a Spouse: Grieving and managing life after the loss of a partner.
- Terminal Illness: Providing care and support during a loved one’s terminal illness.
- Aging Parents: Navigating the responsibilities and emotions of caring for aging parents.
- Experience Sudden Money:
- Business Sale: Navigating the complexities of selling a business.
- Golden Parachute: Evaluating a substantial severance package.
- Inheritance: Handling the emotional and financial aspects of an inheritance.
- Legal/Divorce Settlement: Coping with the financial outcomes of legal settlements.
- Lottery: Adjusting to a sudden windfall, avoiding risks.
- Family Dynamics: Helping families understand and align on legacy, values, finances, and philanthropic goals.
- Financial Independence:
- Retirement: Crafting a fulfilling new beginning.
- Starting a New Business: Embracing the challenges and opportunities of entrepreneurship.
- Embracing New Opportunities: Finding the courage and support to pivot to a more fulfilling career.
Are You a Candidate for Life Design?
Here are five factors to consider:
- Facing a Transition: If you’re experiencing a life transition involving your relationships, career, health, or adapting to an expected or unexpected financial change, Life Design is an approach to consider.
- Recognizing the Need for Change: Acknowledging the necessity to change is vital. If you’re feeling stuck or uncertain about your current path, seeking professional guidance can help you navigate the process.
- Relieving Stress and Moving Forward: The stress associated with change can make daily life overwhelming. Life Design can get you “back on track” or help you adapt to a “new normal,” bringing more normalcy into your life.
- Willingness to Engage with Professionals: Life Design services often involve working with professionals trained in technical and behavioral skills who can offer personalized guidance. Being committed to this collaboration is essential.
- Cost-Benefit Analysis: Consider the value of investing time and resources in Life Design. If the potential benefits outweigh the commitment, it’s worth exploring further.
Consider Investing in Yourself
For many, wealth management is synonymous with money management. Those who have built a “nest egg” often turn to professional advisors to maximize their ROI or return on investments. But what if true wealth management is about more than just money? What if it’s about managing your life and maximizing your ROL or return on life?
If you aspire to live your best life and leave a lasting legacy, the most valuable investment you can make is in yourself. Discover how Life Design can guide you towards an optimal life, enriching not just your finances but your entire existence.
Disclosures
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