A Financial Dream for You and Me
We had a little financial dream and it came true. Join us as we tell you about how it happened and how you can make your financial dreams come true, too.
When we first started our careers in financial services, we often spoke with clients who wanted to work with an advisor. Advisors will typically only work with clients who have at least $250,000, some require $500,000 and even $1 million or more in investable assets. This doesn’t include home or car values. Advisors want cash to grow in the stock market.
We used to have a financial dream about the experience of one day meeting with an advisor for our personal financial needs. We wanted to be those people for whom we once scheduled meetings. They had money and businesses and could take time off of work for personal appointments and security and success and they achieved their financial dream. Someday that would be us.
The Day Our Financial Dream Became a Reality
That someday was a couple of weeks ago! We met with an advisor for the first time for our own, personal investments and business. It was our Salvador Dali financial dream. Our day had come. We’ve amassed enough investable assets to warrant an advisor. Now that we’re on the road to achieving our every financial dream we want you to achieve every financial dream of yours.
Watch the bloopers at end and see John get his Rebel Heart on. #Madonnawantstobemyfriend
Use today’s Tweetable as a first step to declare your commitment to make the best decisions for your best life.
The Reality That’s a Preventable Nightmare
Today’s reality is that if you’re not part of the investor class you will fall behind financially. If you’re not an investor, but rather a spender or even a saver, eventually your money won’t be able to buy the things you need or want. You must make your money work for you. You working five eight hour shifts or even six twelve hour shifts will never be enough.
Here are the three steps to achieve your every financial dream.
- Set a realistic and achievable savings goal
- For some that’s $500, for others it’s $500,000
- Create a plan to achieve that goal
- Our book, #MoneyConscious Financial Planning Guide: 12 Steps to a Richer You will help you create that plan and achieve your financial dream
- Focus with the end in mind, as Dr. Stephen Covey outlines perfectly in his book 7 Habits of Highly Effective People
- Start today to spend less on the things that don’t matter, such as 3D IMAX movies and grocery carts full of empty, but expensive calories and spend more money on the things that do matter, such as paying off debt and personal growth
The saying goes, “We are where we are today because of the decisions we made yesterday.” What will you do today to have your best tomorrow? As our friend, Debbi King says, “You are the author of your dreams.”
How You Can Help Us
To choose the best allocation for your investments, see this Wednesday’s blog to learn about proper investment allocation.
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The Monday Money Minute is the Debt Free Guys’ way of inspiring you on the toughest day of the week to stay true to your personal finance and life goals. Please let us know your thoughts, questions and comments. We would love to hear from you. And, who knows? Maybe you will be the inspiration for the next Monday Money Minute.