Planning For A Life Of Financial Wellness

As a financial strategies consultant, William Smith works closely with clients to design financial strategies that provide confidence and clarity while helping to protect their future.  Using customized plans that are created through a true partnership, he empowers his clients to weather the inescapable challenges that our financial world inevitably presents.  

He also helps his clients recognize the need for a life plan. William encourages his clients to take full responsibility for their lives. Where you are today is a result of the choices you made yesterday. And where you’ll be tomorrow is a result of the choices you’ll make today. It’s never too late to become the person you were meant to be, regardless of your age. 

Creating A Life Plan 

• Assess where you are in your life.

• Identify what is truly important to you.

• Create a vision for who you want to become.

• Create specific action plans to carry out your vision. 

Success is a process of constant and never-ending improvement. Follow the steps and put in the work to become who you want to be.

Why Do You Need A Life Plan? 

1) A plan gives you clarity of thought. 

2) It allows you to move faster toward success. 

3) It provides a clearly defined process. 

4) It always lets you know your next step. 

5) It keeps you focused on moving forward. 

6) It helps eliminate distractions. 

7) It creates accountability.

But having a game plan is not enough. The key to making this game plan work is to stick with it. You might have a great plan, but if you don’t follow through, it won’t make any difference. Plan your life like you’ll live forever, but live your life like you’ll die tomorrow.

Life is like a camera. You focus on what’s important, capture the good times, develop from the negative, and if things don’t work out, you take another shot. Hey, if plan A didn’t work, don’t worry. The alphabet has 25 more letters. Persistence is the key. If the plan doesn’t work, change the plan, but never the goal. Know your goal, make a plan, and pull the trigger. Set goals so big that you can’t achieve them until you grow into the person who can.  Wealthy people plan for three generations.  Poor people plan for Saturday night.  Which do you want to be?

William believes in tough love and planning for all three phases of life. When you are working, there may not be many rules to go by; but the closer you get to your full retirement age, the more the rules and your goals change.  Then as you retire, you have another set of rules.  

William can help guide you through all phases of your life.  He can help you navigate your way through the go-go years (while building your career, making money and possibly growing your family), the slow-go years (you're approaching and planning for retirement) and the no-go years (the retirement years when you're looking for ways to ensure your financial  resources will outlive you).  

Let William help you create a customized life plan today.  Call him at 704.213.5747 | CELL: 704.907.9258 | WILLIAM@FSC-TEAM.ORG | ROLLOVERRETIREMENTINCOME.COM  

Financial strategies consultant William Smith is a trained expert in IRA and long-term care planning and the preservation of assets along with how to maximize the biggest benefits, retirement, Social Security and estate planning with a tax-free income. William has over 32 years in the financial services industry, with specialties in pre and post retirement income planning, legacy, crisis and charitable giving plans.  During his career, he's made it a mission to help educate seniors on how to preserve their life's work of saving so they don’t outlive their money and can have a successful retirement and are able to enjoy every day to its fullest without financial worry.

  • adobestock_206159240-300?v=1
  • adobestock_277364928-300?v=1
  • adobestock_420068309-300?v=1

Related Businesses

Kemper Museum of Contemporary Art

Museums + Art Galleries

Kemper Museum of Contemporary Art

Kansas City, MO

Kansas City's destination for modern and contemporary art since 1994, and the home of Café Sebastienne. Free admission...

Powell Gardens

Botanical Gardens

Powell Gardens

Kingsville, MO

Powell Gardens, Kansas City’s botanical garden, is set on 970 acres of lush, rolling hills. Known for its contemporary...

Museum at Prairiefire

Museums + Art Galleries

Museum at Prairiefire

Overland Park, KS

The Museum at Prairiefire provides ACCESS FOR ALL to understand and celebrate natural history and science. The Museum is open...

See More

Related Articles

See More