New Year, New Plan, New Tools
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As the Times Square ball finally descended to its destination, I released 365 days of subconscious, pent-up tension and said under my breadth, “made it”. 2011, not a whole lot unlike 2010, was like an episode of Survival, Top Chef and the NFL playoffs all put together. No kidding – surviving in this economy is big-boy and big-girl stuff!
That being said, The Retreat at Hidden Treasure, grew by over 35% this past year (I had to run the numbers 3 times because I didn’t believe it). And, the biggest area of growth? Life Plans. Yes, the very thing we thought would be too costly in this economy. Hmmmmm, what’s up with that?
“It appears that some are seeing an opportunity during these tough times; an opportunity to reinvent themselves.”
Looking back over our Life Plan clients in 2011, we observed a few characteristics that emerged during their planning retreats that may shed some light on new tools you can incorporate this new year. Based on this information, here’s our list of what’s in and what’s out for 2012:
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