Financial Vision Style 783

Many clients have asked for clarification between mission statements and vision statements. The best definition I have found is in Laurie Beth Jones’ book The Path: Creating Your Mission Statement for Work and for Life. 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. Remember when you were a kid and adults used to ask you what you wanted to be when you grew up? Are you still searching for the answer to that question years or decades later? Within a Couple of Hours, I Had my First Draft "I quickly glanced at The One Page Business Plan format and knew it was what I was looking for. Within a couple of hours, I had my first draft. P/S: The text of your blog post isn’t showing up on my browser (Firefox 3.010). I’m not sure if others are having this problem.

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