Balanced Wealth Creation

Page 7

LIFE BY DECADES. 1

! WHERE ARE WE GOING?

Planning a great future is three simple steps. 1 Where are we going? 1. 2 Where are we now? 2. 3 What is the next step? 3. So let’s take a closer look at your inevitable next 10 years.

PLAN AHEAD INSTEAD OF CONSTANTLY FIXING LIFE IN ARREARS Getting a developed perspective of life yet to be lived is like looking at the picture on the box of a jigsaw puzzle before starting to put the pieces together. Most people spent their last 10 years taking actions (putting pieces together) and then look at what sort of picture they have built. Generally some parts look okay and other parts look terrible, taking away from the good parts. We believe that with consistent and considered small steps, anyone can achieve the picture they want to see on their Life’s Jigsaw box. By assessing “the inevitable next ten years” we mean that it doesn’t matter what you do, ten years will inevitably go by whether you do something to create a balanced life or not.

DOING NOTHING ABOUT YOUR FUTURE IS NOT AN OPTION

Let’s start…..

You and Family

Ages 10 years ago

Current Ages

Ages in 10 years

Ages in 20 years

You

35

45

55

65

List the current ages of the people in your family in the current ages column;

Spouse

39

49

59

69

List all the ages 10 years ago in the first column;

Mum - Yours

57

67

77

87

Dad - Yours

67

77

87

-

Mum Spouse

67

77

87

-

Dad - Spouse

60

-

-

-

Child 1

12

22

32

42

Grandchild 1

-

-

7

17

81

91

USING THE TABLE ON THE NEXT PAGE:

List your ages 10 years from now in the “Ages in 10 years” column; In the same column, add the age of any likely additions to the family such as Spouse, children, grandchildren; List your ages 20 years from now in the “Ages in 20 years” column. Take this first step to assessing your next inevitable 10 years.

6

NOT QUITE SURE WHAT TO DO? HERE IS AN EXAMPLE.

Other Grandmother


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