February 2

Coffee With Mike- Building an Action Plan



When we build a financial plan for someone, ideally what we're building is plan of action. It's not just a philosophy, or it's not just an idea, it's not just again a word of permission, it's actually an action plan. It's like, 'well if this is what we want to achieve, then where are we now; where do we want to be; what's the best way to get there for you; and what's the best use of your time, what's the best use of your energy, what's the best use of your money?'

That means when we're spending your money, when we're being paid by you to do something, you've decided that the best use of your time and your energy is to use more of your money to use our time and our energy, and there comes a moment where we decide that the best use of our time and energy is to no longer get paid by you for something, but to have you actually do it because that's what's going to be best for you. 

So, you and I are on both sides of the same coin. We're both trying to determine what's the best use of time, energy, and money to be able to accomplish what we need to accomplish as a business, so that you can accomplish what you want as a person, or as a family. When we're all done, we're both confident that we spent the right amount of time, the right amount of energy, and the right amount of money to get this done for you, and you're happy, and I'm happy that we've done it together. That's what I'm after. 

I think that's what I mean by empowerment. Empowerment is getting us to the idea-- to the understanding, to a common understanding, of what's the best use of our resources, the best use of your resources, that we all come to a conclusion that we know what that is, and we're as we continue on that journey together, we're actually accomplishing for you what you wanted to have accomplished, but also we're accomplishing it in a way that you wanted to accomplish it. That's the goal: empowerment. 


"It's not just a philosophy, or it's not just an idea, it's not just again a word of permission, it's actually an action plan."

We are very excited about offering some webinars very soon! We hope that this will be something you'll be interested in, attracted to, and really helped by. We were trying to make sure that you're using, really maximizing your best use of your time, money, and efforts, and making sure that you're creating the financial future that you're really trying to achieve. Please sign up for our newsletter to find out more. Certainly know that your information is protected and that if you ever want to opt out, you're free to opt out. We have no concerns about that whatsoever. We want to make sure you feel completely comfortable with what you have received from us. 

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