Bucket List Readiness

GuidePoint works with clients who desire a work optional lifestyle. Bucket List Planning also known as Personal Planning allows one to be prepared for life after paid work ends or a life event happens, not just financially but in all aspects of life. The non-financial aspects include lifestyle choices like how active you want to be when you reach this stage, what new interests or hobbies would you like to pursue and finding new purpose or meaning with your time and energy?

The process of Personal Planning addresses the following:

• Assess readiness given a desired age and lifestyle,
• Assess whether one has enough capital to pursue passions or hobbies while maintaining a legacy 
• Identify actions to improve outcomes
• Acquire Financial Planning knowledge