Performance Planning Part I
Mar 6th, 2009 | Categories: Milton's Blog
ARE YOU BETTER PLANNED FOR DYING THAN FOR LIVING?
Searching for the answer to this question led me to develop my own consulting practice and to formulate the 3Cs of Financial Preparedness—Clarity, Choice, and Control.
When I was a trust officer for Hawaiian Trust, I met and interviewed more than a thousand people, and reviewed hundreds of documents. The question I asked most often was: Are you more concerned with your living years or with those after you are dead? Everyone smiled and answered…


