What’s going well?
What do you wish was going better?
What is standing in your way?
MORE time with family and friends?
MORE freedom to pursue your passions?
MORE money saved for retirement?
LESS stress and financial anxiety?
MORE money and time to live your best life?
The SPECIFIC GOALS you want to attain
The TIMEFRAME and deadlines to achieve them
The WHY that motivates you
What will keep you accountable
Keep more of what you earn
Reduce financial inefficiencies
Build long-term cash flow
Eliminate debt strategically
Grow wealth based on your unique situation and capabilities
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