Three realms of planning

Planning is often seen as a “thing” one does, but it’s actually many things and they fall into three categories or realms.  They are financial independence, family legacy and social capital.When our clients come to us they don’t always know the best strategies to use when executing their vision. (That’s why we’re here.) But they are always able to articulate that they want the people and things that matter most to be at the heart of their planning—whether it be leaving a legacy for their community or giving their kids what they need to explore their passions.Helping our clients realize these goals takes intense planning that involves the three realms. Every strategy, tactic and tool that we bring into play will fit into one or more of the realms. The circles are themselves a tool—and we use them to determine where you need to focus your energy and resources. Which realm is your weakest link and which realm holds the most promising opportunities—your “place of most potential”?Financial independence is what brings the other planning realms into play. The time and resources you can allocate to planning your family legacy and social capital is directly related to your degree of financial independence.The family legacy realm is about exploring how to take care of your family, not just now, but for generations. What strategies can we put in place to ensure that your kids, grandkids, etc. are taken care of?Once you’ve taken care of yourself and your family, what can you do to take care of your community or causes that are important to you? The social capital realm is planning that leaves a lasting impact on what matters to you.The strategies and processes around estate planning can seem daunting at times, which is why we strive to bring depth and clarity to everything we do. When our clients come to us feeling overwhelmed, we bring them back to what matters, back to why they started the planning in the first place.The key is to keep your values, vision and mission at the heart of every decision you make and to stay anchored in these goals. Keep your focus in the right place and we’ll navigate the processes behind the planning realms together.