03/05/2024
I see a lot of similarities when sitting down with clients.
1. Nobody knows how much they actually save on a weekly, monthly or annual basis. (personal savings, investing, or retirement)
2. Nobody knows what their company benefits are and if they do... it's because they had to use them!
3. Very few have 3-5 EXACT personal/professional/financial goals that they are looking to achieve. (Start setting standards for what you expect out of yourself and future) Example. "I want to buy a house" well do you want a one bed, two bath condo or a eight bed, five bath house? (get specific)
4. Only saving for retirement- Very few have a mid-term savings strategy. Here are a couple examples of potential mid-term purchases/investments- House, Car, Wedding ring, Wedding, College, Vacation, Business opportunities, Etc... WHY ARE WE WAITING FOR RETIREMENT TO LIVE??
Out of these 4... Where do you personally stand?
