Why Making Agreements Matters

Taking time to explore while “living with not knowing” is an integral part of transition, but clients should never be uncertain about what they can expect from their advisors. Working with clients to develop agreements (like the ones below) give us both clarity about how we will partner to bring about the most successful transition possible:

We agree that…

…sometimes things do and should change. This is more than okay—it is crucial to writing your next chapter!

…we will work together to FIO, however long that takes.

…this road from Point A to Point B may be winding and/or bumpy at times.

…we will use tools and processes (such as Decision Free Zone) helpful in determining what decisions must happen NOW and which ones can wait.

…we will revisit tools and processes as “where we are” changes.

…we will set benchmarks for decisions that require hard timelines.

…for decisions that can wait, we will pause or rest or spend time running “what-if” scenarios that provide the freedom to “back up and turn around.”