Planning with clarity leads to philanthropy.
We help people plan in a way that leaves them crystal clear as to what they can do. When they attain that confidence, they start getting in the game with a sense of purpose. Can you really manage your finances and plan your estate in a meaningful, thoughtful way if you think you are going to run out of money? You are left thinking: “What am I planning for? There might not even be anything left. Why should I put in all this time and effort to get into a complex conversation where I have to share all of my private information, humiliate myself by sharing my past mistakes, and then even have to talk about my own death? Who knows if anything of substance is even going to be left?”
When you have clarity and confidence that something indeed will be left—in many cases, something substantial— then you feel more motivated to plan. You begin to think about the possibilities you may have for more impactful living and giving.
You Can Do More That Matters – Chapter Four