Financial Vision Style 309

"As an organizational tool, I believe it simplifies the process of condensing an agent's thoughts into a useful plan. For me, I was able to include just what was most important and leave out the fluff. Eliminate the tangle of spreadsheets and slide decks. Introduce a consistent roadmap process across teams. Present a unified portfolio view of all product initiatives. The financial mission of the Jones family is to remove the vicious hold that debt has on us. We will strive to not increase our debt and aggressively pay down our existing debt without sacrificing our gifts to local charities. Customers want to know their money and investments are managed well and will lead to future financial security for themselves and for their families. A well-written mission statement earns the trust of current and prospective clients by defining goals that speak to this need. Understanding what you’re working so hard to save towards will only be a motivator. Saving without any specific goals or direction is a lot more difficult, and normally leads to failure.

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