A few years ago I was privileged enough to volunteer at the Boys & Girls club at an inner city location.
The children there were so fun and excited about life.
One of our activities was to create gingerbread man cookies and we all passed around the same cookie cutter.
Most of the kids didn’t think twice about it except one of the boys. He insisted on having his very own uniquely shaped cookie and we definitely knew which one it was after taking it out of the oven. It was awesome! 🙂
When you do traditional financial planning that’s what happens…
You end up with a cookie cutter approach.
They look at how old you are, when you are going to retire and then throw you in some fund with all of the rest of them. They collect their fee and don’t think about it until the next time you complain or are asking for a review.
If you want cookie cutter results I guess that’s ok, but we don’t like mediocre results. We don’t want you to only focus on accumulation and panic every time the market corrects/crashes.
We help you focus on growth and cash flow, because cash flow is what sets you free.
What I love most about what I do is helping people build and create their dream life.
What I mean by that is we take a systematic approach to make sure that you are planning for big life events, like big purchases, college funding, weddings, missions, family reunions etc. Maybe for you it’s a five-star international vacation, or buying a house boat… whatever is important to you is important to us. We apply a holistic plan to not only get you there but to simultaneously conquer the 4 enemies to your wealth so that you can earn the life you deserve.
If you would like to learn how to get out of the cookie cutter financial farm, when you are ready click here to jump on my calendar and we can chat.
Remember — It’s Your Time…