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My name's Connie Garcia with the Garcia Wealth

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Management Group at Wells Fargo Advisors.

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A couple years ago, I heard this great analogy.

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They say the best ideas are the stolen ones.

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So I'm basically going to steal this

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idea because it just works so well.

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This analogy works perfectly

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for financial planning.

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So imagine you open up your garage,

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and there's just stuff everywhere, right?

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There's just boxes.

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There's old furniture.

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There's pool stuff.

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For most of us, it's overwhelming.

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I'm too busy.

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But someday I'm going to get to this garage,

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and I'm going to organize it.

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So this analogy works perfectly because what Eric

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and I essentially do is we walk into that scary,

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that messy garage that you've

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been putting off, right?

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You're saying, I know I've got to put some

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focus onto this thing, but maybe not right now.

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We enjoyed walking into that garage

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and pulling everything out onto the driveway.

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So once we pull everything out,

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we go through the process

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of taking inventory of what you've accumulated

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and what's going to work based on the conversation

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that we had of that financial goal that you

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and your family wanted to accomplish.

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So we get everything, we organize it,

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and then Eric and I going back to that garage,

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come behind you and start putting

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shelves in that financial garage.

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We start putting hooks.

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And so basically, at the end of the process,

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we are handing you back this completely organized

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financial garage where now you have a clear

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vision of where you're going and why.

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And walking into it,

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it's no longer this overwhelming feeling, wow,

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okay, now I can actually see things here.

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And it makes me feel so good that I did this.

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And I have a plan, and I know

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how we're going to get there.

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And Connie and Eric, they're going to come back

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again because they know my garage

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is going to get messy again.

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And so they're going to come back and review it

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and again, tell us what we have to consolidate,

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tell us what we have to get rid of.

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And so it's this ongoing process of keeping

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that financial garage clean and organized so we

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all have a clear path so you

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can achieve those goals.