Financial Vision Style 387

This isn’t literally part of the mission statement. Rather, it’s an important thing to have in your head while you write the mission statement. 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. But the very fact that you have put this together is so heart warming especially when you belong to a non-finance core and you do not expect to monetize your work. I can imagine the effort that would have gone into this and your other calcs. Don’t take the traditional, questionably lazy HR approach to hiring a content partner. Explore several more proactive and synergistic approaches to finding a perfect match for your brand. Eliminate the tangle of spreadsheets and slide decks. Introduce a consistent roadmap process across teams.

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