This will be part 1/3 of my process about financial planning that I will introduce in my book. Get it. Got it. Give it. The first phase is ‘get it’. This is the phase that many financial professionals under focus on. It is when you are building up that retirement account. The next phase is the ‘got it’ phase. This is where you have finally reached retirement. You are enjoying your previous hard work and relaxing in retirement. The last phase is ‘give it. This is where you pass on your generational wealth, donate to charities, or are able to pass on your money to whatever it is that you care about, hopefully tax free. I need to evaluate each of my new clients and find out where they are in this process and where they want to be. Stay tuned over the next few weeks as we dive deeper into each phase!
