Getting confused and overwhelmed about complex financial topics…
And feeling like you’re wandering aimlessly toward your financial future instead of actively planning for it…
You’re in the right place.
Click the boxes below to see each step.
Create The Life You Love®
At Where You Are Now
On The Plan
It As You Go
Getting control of your money isn’t just about financial goals and personal goals. It’s about D.R.E.A.M.S.
What do you want your life to look like? What have you always wanted to do, but never been able to? If money was never an obstacle again, how would you spend your time?
Get clear about what you want your money to DO for you. (Remember — it’s a tool!) For now, dream big! We can always pull those dreams back to a more realistic level later.
Once you’ve determined your dreams, look at where you are now.
What’s the difference between your current situation and your ideal situation? Be honest… and realistic..
This is where we’ll pull back those dreams to a more realistic level if we need to.
You may not be able to afford a yacht in the Mediterranean, but how about a houseboat on the lake?
Now that you know where you are and where you want to go…
It’s time to establish a plan. That means putting together a strategy for how you’ll manage your money from now on. If you’re financially savvy — you might be able to do this on your own with all the books and free resources available today.
But if you want an extra layer of confidence and assurance that you’re on the right path, you might work with a financial advisor.
Once your plan is established, it’s time to get to work 💪️.
Whether you’re saving a bigger percentage of your paycheck, paying off debt, or finally starting to invest, now is the time to put your head down and act on the plan you’ve created.
No plan is perfect. And the best financial plans have some wiggle room.
So it’s okay to refine your plan as you go. But it’s best if you set some parameters around this. How often will you re-evaluate your plan? Once per year? Once per quarter? Once per month? Will you work with a professional or handle it on your own?
Whatever you do — make sure you set clear guidelines. Otherwise, you run the risk of obsessing over your portfolio 24×7, which often does more harm than good.
No one takes control of their finances by accident. It’s something they have to actively steer towards.
That’s why we use the 1-Page Wealth Plan to help people decide what they really want, so they can finally start actively creating the life they love…
Instead of aimlessly drifting toward an uncertain financial future.
Grab our checklist to discover what issues you should consider before you retire.