The Process

“Planning is bringing the future into the present so that you can do something about it now.” -Alan Lakein

Anyone who is wildly successful understands the importance of planning. Planning is the process that converts dreams into goals and goals into clearly defined, measurable objectives. If you want to expedite your progress to success:

  1. simply define in detail what you want,
  2. set a deadline,
  3. and determine the resources needed to make it happen.

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Successful businesses rely upon a disciplined planning process to cope in a rapidly changing world. The responsibility for planning rests with the most senior people in the organization and these individuals look into the future to:

  1. See It: How they would like to respond to oncoming opportunities and threats.
  2. Plan It: Determine how to organize their resources to make sure the right things happen.
  3. Live it: Monitor progress against the expectations so that lessons can be learned and future actions can be modified to improve the ultimate outcome.

In our personal life, whether you are planning a dream vacation, hosting your daughter’s wedding, or building your dream home, a time tested process exists which includes specific tools to make planning both easy and powerful.

This is true in all cases except one… RETIREMENT.

There is no industry recognized, trust-worthy process to complete your retirement plan. There are no tools to make retirement planning quicker, easier, and more effective. Instead, people rely on outdated and dangerous rules of thumb, and simplistic financial calculators to prepare for one of life’s most daunting projects. The Designing My OK™ retirement planning program fills this void. Baby Boomers have redefined every life phase as they passed through it – retirement will be no different. Baby Boomers face a retirement of unprecedented duration with an unmatched bevy of expectations and temptations… more places to go, more things to have, more things to do, and more things to be. In addition, relative to previous generations, there are more people to consider. There are more interdependent moving parts to co-ordinate than ever before. Planning is always essential when the pace of change is fast and the magnitude of change is large. While we recognize that planning is important, most people do not know how to begin the process. However, with the right tools and a proven step by step process, planning is a lot easier than you think. With the help the Designing My OK™  and Futures By Design, you will soon be:

  • Exploring and re-organizing your wishes and desires, to bring clarity, simplicity and balance to your life.
  • Focusing your resources on achieving the aspects of your life that give you the most happiness and fulfillment.
  • Sharing your clearly defined vision of the future with specialized professionals to gain their wisdom and insight on how to expedite its achievement.
  • Make the best decisions in situations where you are forced to choose between competing options in life.
  • Confidently following a personalized year by year action plan, while monitoring your progress and fine tuning the plan in response to the lessons you learn along the way.

For information on Futures By Design, please click here.