No.373  ○○○○じゃ眠れないでしょ

話していると
思わず夢を語りたくなる相手と
評判の竹内美紀です。

漠然とした将来への不安を
明確な課題に変え、
最初の一歩をいっしょに踏み出します。

Gと一緒じゃ眠れないでしょ。

G・・・ごきぶりです。
掃除機を片手に
息子が娘の部屋から

汗だく
帰ってきました。

なんとか仕留めたようです。

わたしは、虫は嫌いでは
ないのですが
さすがに・・・Gは苦手で。

 

こんなふうに
苦手なものに対して

どんなふうに行動しますか?

生理的に嫌い、となると
少し違うのかもしれませんが。

私がご相談をする分野は
FP資格の課目で分類すると

・金融(資産運用)
・不動産(住宅購入、不動産活用)
・リスク対策(保険)
・タックス(税金対策)
・相続、事業承継
・ライフプラン

6つに分類することができます。

どの分野でもまずは
お話をお伺いできないと
ご相談にのることはできません。

何でも屋

ということではありません。
お客さまのお金の話は多岐にわたるので
これはわかりません。

嫌いです。わかりません。

は許されないからです。

なぜ、こんなに勉強するんだろう

と思ったことがあります。

お客様のご相談をするように
なって、納得しました。

ご相談のキモは
ライフプランシミュレーションだからです。

ライフプランシミュレーションとは

お客様の将来のあり方を確認し
いつ、いくらでそれを実現できるのか
どうしたらその準備ができるのか
お金で根拠をつけていきます。

そして、今、何から始めるか。
資産運用なのか、働き方なのか。
家計の見直しなのか。具体的に作戦を練ります。

できなければ、その対策を
一緒に考えていきます。

 

キャッシュフロー表です↓

 

最初に確認する「ありたい姿=夢」です。

お客様のライフプラン実現を
サポートするために
分野は関係なくなります。

人生のイベントとして

・金融(資産運用)
・不動産(住宅購入、不動産活用)
・リスク対策(保険)
・タックス(税金対策)
・相続、事業承継
・ライフプラン(年金・社保等)

6つの分野は避けて通れないですものね。

苦手な分野があったら・・・

やっぱり勉強します。
知らないというわけには
いかないからです。

ただし、
実際に住宅を販売したり
金融商品を販売するのは
プロに任せます。

信頼できる仲間との
連携です。

そこは餅は餅屋ですね。

餅は餅屋とは
故事ことわざ辞典より)

餅は餅屋とは、何事においても、それぞれの専門家にまかせるのが一番良いということのたとえ。また、上手とは言え素人では専門家にかなわないということのたとえ。

 

お金のことで悩んでたら
眠れないでしょ

 

実は、知識以上に大切なことが
あります。

相手の想いを受け止めること。

お金の相談は人生の相談です。

まずは、受け止める。
汗だく?でサポートしますよ。

安心して眠れるように
わくわくして一歩が進めるように

 

ライフプランシミュレーションサービスはこちら↓

 

さて、他の家族が
Gに対してしり込みしていたところに

成し遂げて帰ってきたので
ほめたたえると・・・

さらりと冒頭のセリフ

Gと一緒じゃ眠れないでしょ。

おぉ。
男前ですな。

良い1日を♪

Since 2017.9.1(80.81/240)

思わず夢を語りたくなる ライフプラン実現の専門家 竹内 美紀

mail:info@takeuchifp.com  URL:http://takeuchifp.com
〒3440064 埼玉県春日部市南1-1-7
東部地域ふれあい拠点施設 5F C-3
春日部駅 西口 徒歩3分(ララガーデン隣)

 

●ご相談事例をメルマガにて配信中
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