Wealth Clarity

Didn’t January just scream by?  In that vein, and if you are like me at all, the goal setting process is intellectually important but can get pushed to something I’ll get to next weekend—kind of like my honey do list. Last year I introduced an easier way to put a few proverbial stakes—translated means goals or intentions—into the ground without the traditional baggage associated with the goal setting process.  Most goal setting that I have experienced can become one more thing to get accomplished; and like gravity; can fall to end of the list.

Managing your money and investments while living in the land of complexity can rob joy from your life.  Do you want a bigger house or a new shiny toy, or would you prefer the ability to really enjoy your money doing the things that bring you true happiness?  I think most wealth creators want the latter, but don’t know how to get there. I was meeting with a new prospect recently, and they were sharing their worries and fears with me as a part of our Ideal Outcomes Conversation™, where we are able to discover what pain points are keeping wealth creators from living the life they desire. In this particular case, money wasn’t the stressing issue per se; this couple had plenty of money and weren’t worried about their next meal or if they could pay for their kids’ college education.