Have you ever signed up to run in a race, such as a 5K or even a marathon? Did you have a goal for the race? If you did, was your goal just to finish, or was it to achieve a certain finishing time? If you made a goal, there is a chance you devised a training plan to help you get to your goal on race day.
When Craig Forsberg founded Endurance Financial Planning, he saw the similarities in trying to improve his marathon time to the steps you would need to take to improve the marathon of your financial life. Through our proprietary five-step process, “Dream Big, Hustle Hard, Process”, we aim to help our clients do just that!
The first step is completed once when we establish a relationship with a new client and get to know their situation through our onboarding conversations. Steps two through five are completed in cycles over a period decided between you and your advisor where your plan is adapted, implemented, evaluated, and adjusted as you make progress towards getting to where you want to go.