Bonnie A. Sewell sports all the bona fides you could ever want in someone you’d ask to help manage your money (CFP®, CDFA®, AIF®,CEPA®). But she carries with her something even more vital: the experience of having grown up poor in a wealthy suburb where she learned not only the value of money, but the core values that help her clients determine what they want out of their own financial futures.
Her company American Capital Planning (www.americancapitalplanning.com), is a boutique firm specializing in helping clients navigate three pivotal transitions – getting through divorce, selling a business or retiring – so she gets to know her clients extremely well. She might even say that, until you’ve answered the hard questions about what’s really important to you and how much you’re willing to give up to get it, you may not even be ready to ask for help!
“I know it’s a hard process,” Bonnie says, “honest reflection has big payoffs. We’re asking people to slow down and turn off the noise” that so often distracts us from getting what we really want. But, wait! COVID-19 has turned down the volume for you. Maybe your priorities shifted with this experience. Why not seize your opportunity to visualize the possibilities you could create in your life from here? You might just emerge calmer, wiser, more focused and less anxious than you were before... and then give her a call.
#1 Design Your Life: Imagine that you are financially secure, that you have enough money to take care of your needs, now and in the future. How would you live your life? What would you do with the money? Would you change anything?
#2 It’s Later Than You Think: You learn you have 5-10 years left to live. Good news: You'll never feel sick. Bad news: you will have no notice of when you will die. What will you do in the time you have remaining? Will you change your life, and how?
#3 Today’s the Day: Time’s up. This is your last day. What feelings arise as you confront your very real mortality. Ask yourself: What dreams are left unfulfilled? What do you wish you had finished, been, done?