It’s time to look at Wealth Planning!

Most people want more money. 

What is your wealth plan?

What does more money do for you?
Does it create safety, freedom, options, dignity, time?
Are you reducing debt?
Are you creating breathing room for burnout?

What problem is money meant to solve in your life right now?
Does it buy flexibility?
Is it easing stress?
Are you reducing debt?
Are you creating breathing room for burnout?

What does your version of enough money look like?
Early retirement (FIRE)
A lifestyle?
Stable income?
Growing your net worth?
Or just simply peace?

What are you willing to trade to get this?
Energy?
Time?
Status?
Comfort?

Anchors:

What is your time horizon?
What is your risk can you emotionally tolerate?
What is your order of priority? Debt reduction, savings, investing, enjoyment?
What simple rules will you follow when stress ramps up in life and your clarity starts getting cloudy?

By not having a wealth plan, you spend money reacting instead of creating for the future.  

This reaction is expensive.

Example of my wealth plan: