For entrepreneurs and affluent family groups, complexity is the by-product of success. What if it wasn’t?
Everyone to whom we’re referred shares a common struggle.
Success hasn’t made things simpler. Instead life has become more complex. Uncertainty lingers on the sidelines. If I continue down the path I’m on, will I get where I want to go?
Complexity is a manmade obstacle.
It’s created by people and process.
That which has been introduced can likewise be eliminated.
Advisors love great planning, in fact, we’re often planning geeks by nature.
For entrepreneurs and families, planning should happen in the background.
It’s what other people do after you make a decision.