It is a fact that people who write down their goals accomplish significantly more than those who don’t. By having clearly written goals and focusing on them every day, you’ll run circles around a genius who is unsure and uncertain about what he or she really wants.
We take goal setting to the next level by using idealization. With idealization, we ask you to paint the ideal picture of your life 10 to 20 years into the future, with no limitations.
If you retired today, what does your life look like? Where do you live, how much money is coming in, what are you doing with your time?
To help you with your plan, we will need to know your:
- Monthly after-tax income
- Approximate monthly expense
- Assets (savings, 401k balance, etc)
- Cash flow
- Financial vices (where you think you waste money)
Then we get to work on the complex math and planning to find out what it will take to accomplish your idea life. Our job is to help you make better decisions with your money and get your money working in tandem with your goals.
Let’s get to work on your plan!