Before we can make any financial decisions, and start the financial planning process we need to get a snapshot of where we are financially so we can make a plan to get to where we want to go. In just a couple minutes, after completing the UP/DOWN Simple Planning Page, you will know which direction you are heading in. It’s black or white! There is no guessing here – like everything in life – you are either moving forward or backwards, up or down. It’s okay either way – the big point of this planning page is so you can start your ‘UP’ and stop the ‘DOWN’ward spiral. If you are ‘UP’, whether you knew that or had no clue – now you can plan your next financial milestone.
This is the first worksheet in my simple planning package that I give to clients, because honestly, most of my amazing brilliant clients may have a small clue, but on average most people don’t really know where they are at or by how much they are growing each month. It doesn’t matter if you are a bagillionaire or a dollaraire or if you are in an accumulation phase or a distribution phase. You need to take this first step and show your money who’s boss.
It doesn’t matter if you are headed up or down (yes, I say things twice!) It does matter that you know which way you are heading and to what degree so you can make financial choices and decisions based on that information going forward. Your financial coach is here to help you accomplish your next milestone (and drink wine with you!) And most importantly, whatever direction you are heading doesn’t mean anything about you! You are great no matter which way you are going!
TO ACCESS YOUR FREE PDF UP/DOWN SIMPLE PLANNING PAGE and AUDIO SIMPLY SIGN UP BELOW TO GET STARTED!
Have your completed your UP/DOWN SIMPLE PLANNING PAGE? Then please leave a comment below – because I want to hear from you! I want to know if this helped you, or gave you a new perspective – good or bad! Were you shocked? Pleasantly surprised? Or was is exactly where you thought you’d be? Does it make you want to create a new financial possibility for your life?
Thank you.