The Transformative Power of “Yet” Embracing what is yet to come.

Jeffery A. Keill, CFP, CIM, FMA, FCSI, CEA, Portfolio Manager, Senior Wealth Advisor, Keill & Associates

The irony of living is that life gets in the way. Where we stand today is anything but static. We are moving forward into the future- all the time. This forward movement leads to changes and change means we frequently transition to something new. This is the “Yet”. Events that have yet to happen in our lives; often while we see it coming. This is the transformative Power of Yet.

Financial planning is more than just dollars and cents- it’s about preparing for the future and embracing the knows and unknowns ahead. The joys of life. The joys of Yet.

Understanding “the yet”

“The Yet” is about acknowledging that while you might not be there yet- whether it’s getting married, buying your first home, starting a family, sending a child to university or college, retiring, or even death-these transitions are probable and made possible with the right preparation. Instead of being limited in your current circumstances. One should look forward to events to come to build a premeditated strategy that adapts to these probable life changes.

Anticipating Life’s Transitions

Financial commentator Mitch Anthony has identified over 60 life transitions and often promotes the idea of ROL (Return on Life) by acknowledging and addressing these upcoming events. Our team at Keill & Associates can’t agree more. We focus our planning efforts around these upcoming life transitions because likely there will also be a financial transaction that takes place. Proper planning in advance of these ‘yet to occur’ events is fundamental to achieving your goals.

Want to use the Power of “the yet” in to Your Financial Planning:

1. Define your “Yets”

2. List out your future transitions and goals. Include big dreams and practical necessities. The clearer your vision, the more targeted your financial planning can be.

3. Assess where you are today. Take stock of your current income, savings, debts, and investments. Knowing your starting point enables you to chart a realistic path forward.

4. Build a strategy that reflects your priorities and allows for adjustment as your goals evolve.

5. Seek Advice from a qualified Wealth Advisor

6. Review Regularly and celebrate your progress

   
   

Conclusion: Embrace “the yet” with Confidence

Life is a journey, not a destination. By looking forward to “the Yet” and preparing for life’s transitions, you empower yourself to face uncertainty with clarity and purpose. Start embracing the transformative power of the “Yet” and step confidently into your future.