You can’t plan for everything…

Overheard, this morning, while fixing my children breakfast, it really struck me. We have been watching ALOT of Disney+, in these past months of quarantine, and I have been picking up bits of wisdom, despite myself. I have named them: “Bits of Disdom.” Here are a few more that have struck me and stuck with me:

“When we can’t see the future clearly, we just have to do the next right thing.”

“We’re calling this controlling what you can when things feel out of control.”

“You control your destiny-you don’t need magic to do it. And there are no magical shortcuts to solving your problems.”

I am sure many of you will be able to instantly name the movie/show and characters responsible for these timely quotes. They have all been circling in my mind, as I work to keep us afloat and move us forward, in these altered times. Never have our entire lives been subjected to so much disruption. There is not one aspect of our lives that has not been turned on its head, personally and professionally. And with every passing day, as it has dragged on and devolved, it may start to feel like: “what is the point in even trying to make a plan?” Especially knowing what we now know, after the first six months of this year: you can’t plan for everything.

Certainly, this has been the case for me, as all of my plans for 2020 have been radically revised. Then revised again. And, yet again. I would be lying if I said that at several points in the past few months, I had not been tempted to view any planning as pointless, too. But at the end of the day, that is not who I am. I am a planner. It is as much who I am, as what I do.

And I know, while we can’t plan for everything, having a plan helps.

Even if it is ‘just’ a plan to make a plan. Even if we have to revise the plan. This does not mean the plan is a failure. Life changes ALL the time. Maybe not as radically and often as it has in these past several months, but life has a way of shaking us up, and never when the timing is ‘right’ or ‘comfortable’ or ‘convenient.’

So, what to do when things feel out of control? Look for the things we CAN control. We can still make a plan, knowing we WILL have to revise it, along the way. And here is the good news: not all revisions equate to negative circumstances!! We can revise our plan for wonderful, unpredictable reasons we cannot possibly foresee, particularly when we find ourselves surrounded by challenges, bad news and tough, tough times. Having a plan helps. And we do not need magic to do it.

What we do need is commitment.

I encourage you to commit to your financial well-being and peace of mind. Commit to making a plan, to learn what you might need, and how to make it a reality.

My commitment to you is to listen. To hear YOU. And to meet you where you are, today, with relevant financial and finance adjacent topics, learning plans designed to offer variety and flexibility, and most of all: encouragement.

In case you were curious, the above quotes are from Frozen II and Brave. Be well. Be safe. And contact us, today, to get started. While Covid-19 has temporarily shelved in-person presentations, we are fully capable of Zoom or FaceTime presentations, that we may make progress on your knowledge and your plan!

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Progress in a time of profound uncertainty

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Estate Planning Basics in the wake of Covid-19