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106 Things We Do For Clients, No. 8

No. 8 of 106 Things We Do For Clients

8. Help you prioritize your financial opportunities. Having a list of action steps that need completing requires some focused inventory taking. It’s something few people do without support and assistance. Even if you are disciplined enough to put together such a list, how do you spot the action steps that need immediate action? What comes first and what goes last? Sometimes it isn’t all that obvious.

When action steps are ranked A to F, with A’s being the most important tasks and F’s being the least, we amazingly tend to put the C, D, and F action steps ahead of the A’s and B’s. Why? The lower priority action steps are those that come with urgency, the ones that fill our day-to-day lives, like responding to phone calls and messages, cleaning up spilled milk, and watching our favorite TV shows. The A and B priorities, like drawing a will, executing a prenuptial agreement, starting an IRA, or obtaining disability insurance, often never find their way onto our daily agenda. A financial planner can help you prioritize, helping you knock off those A and B priorities that often never see the light of day.

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