LIFE PLANNING

What is Life Planning™? Well, it Helps You Achieve Your “Dream of Freedom”!

Imagine that you're financially secure. Feels nice, right? You have more than enough money to take care of your basic needs, both now and in the future.


How would you live your life if that were the case? Would you change anything?


These are a few questions we ask at BlackBelt Wealth Advisory in New York, NY. Life Planning™ is all about creating a roadmap for your journey ahead. Schedule your free consultation today!

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What to Expect With Life Planning™

George Kinder is the pioneer of Life Planning™. He describes it as "melding money with meaning." There are 5 phases to Financial Planning: EVOKE.

Exploration

Through client discovery with thought-provoking questions and life mapping, we gather information for client/adviser discussion to uncover heart-centered beliefs, ambitions, wishes, and desires.

Vision

From the work done in Exploration, a Vision Statement is formulated as a snapshot in time, anywhere from 6 months – 5 years, as the ideal state of a client's life and financial ambition.

Overcoming Obstacles

With a Vision Statement finalized, we uncover obstacles clouding the Vision and ways to overcome them.

Knowledge

Once we know the Vision and the obstacles impeding that Vision, it is time to fully review finances and get to work on creating a purpose-driven, meaningful financial plan.

Execution

Executing the steps needed to make that plan a working reality.

Get Ready to "Light the Torch"

What does it mean to "light the torch?"


This is the moment during the Vision phase where you can clearly see and articulate how you want to live. You get excited because the idea is finally realistic. You feel great and have the determination to make your dreams a reality.


We guide you through lighting your first Torch, how to "light" it, and continue to make progress.

Couple Having A Meeting With Financial Advisor — New York, NY — BlackBelt Wealth Advisory
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