Wealth is a journey. Plenty of people begin journeys without knowing where they are going, and, as a result, they never know when they’ve arrived. To choose your destination, you need to understand the possible places you could go, which means you’ll need a map.
A map gives you a basic understanding of the lay of the land. It tells you where the obstacles, roads, and landmarks are. But the most important parts of the map are locating where you are now, and where you want to be.
To build your financial map, you first need to fully evaluate your situation. This will help you understand your current position, and you’ll be able to find where you are on the map.
Understand your current situation by asking questions like:
Determine your goals by asking important questions like:
Of course, these are just some preliminary questions to get you started. Our Discovery Meeting is incredibly thorough so that we fully understand you and your goals. After we collaboratively pinpoint your destination, your map will be ready for the next step, which we’ll cover in the next post.
The Second Element You Need for a Successful Journey