Financial Vision Style 394

The information included herein is for informational purposes and is intended for use by advisors only, not for public distribution. Carson Group Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. This is a very thorough implementation of a Financial Mission Statement and one that will be beneficial for all who employ it. 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. Reality Check: In this economic climate, you’ll have to forgive the folks on Main Street. You may say you’re trying to do the right thing for your community, your employees and your shareholders, but right now, people are a little jaded and skeptical about such statements. We turned to Project Manager Coach and LiquidPlanner blog contributor Susanne Madsen to take us through the steps. This Q&A is set up to help you create a mission and vision statement that can turbocharge your career goals and aspirations.

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