A 10-Step Process for Financial Confidence

...without winning the lottery or getting adopted by a Billionaire

  • Determine Your Financial Starting Point: Once your goals and principles are clear, establish your balance sheet. The balance sheet is your starting point and identifies many of the financial “Lego” blocks with which you have to work.
  • Control What You Can - Cash Flow: Examine where your money is going once it is coming in. Are there areas that you can make adjustments so you have more cash on hand?
  • Envision Your Rich Life: What elements do you need to have your ideal life? Setting a list of goals and principles can help to guide you in the right direction.

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