Scott Bokenfohr from SJB Wealth Management

Scott Bokenfohr from SJB Wealth Management Helping Business Owners, Executives and Independent Women Retire Abundantly Wealth Planning Services with our signature legacy planning process.

I co-authored with Kevin Harrington, the original shark from ABC's hit show SHARK TANK!I am forever grateful to be surro...
11/16/2022

I co-authored with Kevin Harrington, the original shark from ABC's hit show SHARK TANK!

I am forever grateful to be surrounded by great coaches (intentionally so) AND I am always excited to learn from them.

While we were in a book launch meeting, here’s what I learned from Kevin about the formula for BIG RESULTS.

BIG (FAST) RESULTS = FAST DECISIONS + FAST ACTION

BUT Here’s what gets in the way:

#3. You make decisions from your present or past self.
If you want BIG results, you must make decisions from your FUTURE self.

#2 You focus on the cost.
If you want BIG results, you must make decisions by looking at the PAYOFF.

#1 You want to bat 1.000 and never make a bad decision – which only fuels procrastination. Analysis paralysis. If you want BIG results, you must hone your decision-making SKILL by being willing to bat .300. You might strike out on 7 out of 10 decisions.

In our new book Kevin includes other words of wisdom and my co-authors and I tackle many financial planning topics such as:

The biggest financial and tax obstacles to build and keep wealth, The principle of "true wealth," The seven major financial blind spots, How to avoid one of the worst retirement-income strategies, The three reasons never to invest in real estate, How to avoid financial divorce disasters, And much more!

We are very excited to announce he launch of our new webpage!https://www.sjbwealthmanagement.com/Check it out and let us...
07/06/2022

We are very excited to announce he launch of our new webpage!
https://www.sjbwealthmanagement.com/

Check it out and let us know what you think!!

  Welcome to SJB Wealth Management Holistic financial planning for experienced, successful professionals, retirees and business owners. Keeping in mind our clients, their hopes and dreams and their ideal future is where our focus is at each and every day. Get Started      Our MissionHere at SJB...

01/18/2022

It is possible to make your retirement tax free?

Yes! The right plan can help you achieve it!

Some great ideas from our sister company Charter Wealth Management, a true pioneer in the field of business succession s...
12/22/2021

Some great ideas from our sister company Charter Wealth Management, a true pioneer in the field of business succession strategies.

Preamble: It is far beyond the ability of this short article to list all the problems and solutions regarding this subject. The objective of this paper is to bring awareness to the planning required and the potential problems that accompany poor planning. The following examples will assume that all....

12/09/2021

A short watch about some of the corporate planning tips we use at Charter Wealth Group.

12/03/2021

Address

Saint Albert, AB

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Alerts

Be the first to know and let us send you an email when Scott Bokenfohr from SJB Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Scott Bokenfohr from SJB Wealth Management:

Share