Business Owners Blog
March 19, 2024
A Question We'll Never Ask You
The Question
What are your financial goals and objectives?
Why We Don't Like This Question
The answers are too predictable. Some expected answers are: 1) Retire by a certain date; 2) Travel; 3) Buy Vacation House.
We believe every human being is distinct and unique. So, how can goals and objectives be the same for everyone? Easy.
We've been programmed to answer these questions by marketers for years. Follow the green line. Know Your Number.
In summary, we hate this question, because you don't know how ot accurately answer it for yourself. Instead, you depend on us to give you the same answers as we give every other client.
What is An Alternative Question?
It's not one question, actually. It's a series of questions. It's also more complicated than a simple conversation. So, we've engaged with Artificial Intelligence (AI) to help you to understand what motivates you at your core to make decisions you make in life. AI also informs us/you about your core beliefs and understanding of the world. Lastly, it highlights for you your instincts that are as deep rooted as your DNA. In other words, these instincts are very difficult to change.
Once we receive AI's information about you, we then connect your core beliefs, knowledge and instincts to the 5 essential domains of wealth management: 1) Budgeting/Spending; 2) Earning; 3) Beliefs/Understanding; 4) Risk Management; 5) Planning/Investing.
Now, instead of asking you what your financial goals and objectives are, we help define them for you.
Our Formula
AI + Human Intelligence (HI) + Compassion + Curiosity = A Plan for Maximized Wealth and Joy
This is as close to a Done For You (DFY) plan as you can get. It relieves a lot of pressure from having to think of the best answers in a vacuum during a 60 minute meeting or two. So, what are you waiting for? What do you have to lose? What do you have to gain?
If you are not completely satisfied with the process, we'll refund your entire planning fee. That's how confident we are in our approach.
To schedule your free consultation so you can learn more about The Intentional Way process and how it can lead you to maximized wealth and joy, email activate@i10wealth.com or call us 877-752-6410.