"My Wish & Request"
"My Wish & Request"
Embedded Files
Life Strategy - personal business plan
Life Strategy - personal business plan
3 Phase process:
A = Data collection
B = Creating Alternatives
C = Future strategy
Phase A = Data collection
Phase A = Data collection
Personal interviews and discussions to clarify:
Wishes and Requests:
values
guidelines
Known and Potential future needs
physical
emotional
social
financial
Current assets
asset class
ownership
present value / current cashflow
future value / future cashflow
Phase B = Creating Alternatives
Phase B = Creating Alternatives
Analysis of needs (Subjective)
Objective evaluation of available resources
Shortlist of available options
Selection of proposed way forward
Phase C = Future Strategy
Phase C = Future Strategy
Creating, documenting and crafting detailed and quantified agreed upon plan
DELIVERABLES
DELIVERABLES
Clearly documented Current state
Clearly documented Objective, Goals, Strategies and Measurements
Sources and Uses of Cash schedule
Get in touch at [LifeWishInstitute (at) gmail.com]
Get in touch at [LifeWishInstitute (at) gmail.com]
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