A thought-provoking book that asks:

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If you knew you could, wouldn’t you?

Do More That Matters Legacy Planning, Greg Hammond

Financial Planning

It is a rhetorical question, because the answer is a given.  If you knew you could, of course you would – it seems nobody would ever say otherwise. Any of us would if we honestly thought we could, right? The problem, however, is that all too many of us don’t know this and don’t believe we can.

From our professional experience, we have come to realize that the vast majority of us really do have proverbial diamonds in our own backyards. We really do have “excess wealth” that we don’t know we have. If only someone would tell us, we would do something about it.

As a sage once said, we don’t know what we don’t know. But we can always choose to ask the tough questions and seek out truthful answers. We owe it to ourselves, our family, our legacy, and the future of whatever it is we care about most to discover whether we really can do more.

Right about now, you may be saying, “This sounds great and all, but how do I begin this kind of personal discovery process? How can I find my personal ‘more that matters’ and the financial capacity to make that happen? How do I begin creating my legacy of impact?”

The answer: With patience and persistence. Start out by putting one foot in front of the other. Follow the steps and guidance that we will provide in this book.  Enlist the help of a skilled professional with the unique ability, experience, and process that you need to make progress.

Getting started on a new path, turning over a new leaf, or heading off in a new direction will almost always feel daunting at first. So be patient – with yourself and with the process. But if you are resolved and committed to finding honest answers, then begin. Pull out all the stops.  Leave no rock unturned.  Persist, persist, persist.

Many of our clients, like you, are wise about their resources and already have done some level of financial planning with one or more professionals. One common obstacle, however, is thinking that you are “all set.” It is important to open yourself to the possibility that you don’t really have it all figured out – that you haven’t finished your plan. Because odds are, if you are like the majority of those we have had the privilege to serve over the years, you are not done yet.

For some of us, going into a professional’s office feels like wading into a sea of complexity.  We can feel intimidated, vulnerable, and even at risk of appearing stupid. “What if I haven’t done something really basic, that I clearly should have managed by this point in my life?” We are concerned that we will be exposed for having missed the mark.  The tax code is complicated.  Financial, legal, and tax strategies can be even more confusing. Add investment products, estate plans, and words like philanthropy, and the experience threatens to overwhelm us.

But nobody knows it all. We all routinely delegate important and specialized segments of our lives and responsibilities to others who have more specific knowledge and expertise.  Each of us has been blessed with our own strengths, personality attributes, areas of particular knowledge and heightened understanding, and unique skills and capabilities. If I needed heart surgery, would I perform it on myself? Of course not!  If I wanted to build my dream house, would I draft the blueprint and build it myself? Not if I wanted to maximize my results.

-Excerpt from You Can Do More That Matters, Chapter 1

 Download a chapter of the book at www.domorethatmatters.com

Ron Ware, J.D. and Greg Hammond, CFP®, CPA are wealth impact strategists and personal legacy advisors who help individuals, families, and business owners enhance their financial standing while discovering a greater capacity to provide for their loved ones and support cherished charities. Contact Ron or Greg.

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