Larry R. Awbrey, CFP®, CIMA®, AIF®, CKA®
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The Wealth Optimization System
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WEALTH COACH
A Wealth Coach helps individuals and families make wise choices at the point where life intersects wealth.
The Planning Horizon
The Planning Horizon is a proprietary tool I use to help families make wise choices. I'm sure advisors have talked to you about making good decisions or choices. The problem is that many advisors begin the decision-making process below the horizon.
In the 25 years I have been in business, I've found that all planning involves two concepts. The first is work done above the horizon which is very focused around generating clarity surrounding what it is that you are actually trying to achieve and why.
The second part revolves around actions we take below the horizon. This includes all of the strategies, tactics and tools or, if you will, how you're going to proceed and who is going to help you.
My experience is that many professionals have the greatest amount of self-confidence and professional capacity below the horizon, and that's where they spend most of their time. But, what I have discovered is that the highest likelihood of making a wise choice regarding any fundamental decision is driven by more time spent above the horizon, clarifying what it is you're trying to accomplish and why.