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Are you totally heart healthy? There is considerable emphasis today on eating well, losing weight and being physically fit with a strong heart. These are all wonderful goals we aspire to, but there is another, often overlooked aspect of wellness that brings strength and vigor to our lives. Just as important as being medically heart healthy, it is also essential to tend to this sentimental core of compassion and understanding and the place which stores our innermost desires.
At Corsalus Financial, we believe that if it’s in your heart, it should be in your plan. I want to share a client story that warms my heart. The story is about a couple, who after engaging with me in the financial life planning process, is now manifesting and living the lives of their dreams.
The suburban Chicago couple came to our practice as referrals in spring of 2014. At that time, their assets were positioned at various investment firms and they were unsure they would achieve their retirement goals. Like we have done for many of you who have engaged with us, we gathered the necessary data to identify the couple’s starting point and then created a financial plan to assure a path towards financial security in the years ahead.
During the course of the next few years, we reallocated assets, recommended estate planning, monitored their financial plan and positioned them to pay off their mortgage early, which was one of their financial goals.
Along with the monetary pieces, we began discussions about how the financial plan supports a life plan. We talked about their deeper issues, such as prioritizing time for each other and focusing on the things they want to do versus doing those things only when time allowed. They shared many of their innermost thoughts, and the conversation lit the torch for designing a plan that was fulfilling on many levels.
Here, as a result of our on-going life planning work, are a few of the rewarding ways this couple changed their lives and moved forward with their heart’s desires:
Together, they are creating a life of design, meaningful to each of them individually and deepening their relationship as a couple. They are living their heart’s desires.
Life planning is really financial planning done correctly by discovering how you truly want to live your life. It’s not a bucket list. It’s a process to design and deliver the life of your dreams.
Manifesting the yearnings of your heart is a life long journey. If there is one step we can take together now to help you begin to realize your deepest desires, what would it be? Let’s get started today!
This article is meant to be general in nature and should not be construed as investment or financial advice related to your personal situation. The case study cited may not be indicative of the results of all clients. Please consult your financial advisor prior to making financial decisions. (02/20)