Financial Strategy (Goal Setting) 

What goals do you hope to accomplish by owning your own business?

Several years from now, what does your life have to look like in order for you to feel a sense of well being, that you're making progress and that you have the freedom to live life the way you want?

Your financial goals should align with your life goals.

Think about your current goals. Are you managing (or using) your money in a way that is improving your life? How much money do you need to "make it happen"? Do you currently earn enough income or do you need additional funds? Do you know how long it will take you to reach each goal?

As a business owner, these are some of the questions you should be asking yourself.

Roadmap.jpg

Our financial GPS system

A GPS is more than just a map. It shows you where you are and where you are going, gives you the best routes to take, and plots the specific steps to get there.

Our goals is not only to provide you with information but to provide you with direction. We help professional service business owners develop a roadmap to use as a guide along the path to achieving their personal and business goals.

Step 1: Choose your destination: Where do you want to go? What do you want to accomplish?

Step 2: What is your personal earning plan?

Step 3: Determine where you are.

Step 4: Develop a roadmap to arrive at your destination.

“Setting a goal is not the main thing. It is deciding how you will go about achieving it and staying with that plan.”
— Tom Landry

What do you hope to accomplish over the next 12 months? Break your annual goals into quarterly chunks and use them as a progress tool. Set aside time weekly to review your progress and plan for the next week. What do you need to do daily to meet those goals?

Let's begin by focusing on your strengths. Which of the following geniuses best describes you?

I am ideas smart. Creative and innovative are words that describe me.

I am ideas smart. Creative and innovative are words that describe me.

I am people smart. I love connecting with others and build relationships.

I am people smart. I love connecting with others and build relationships.

I am senses smart. I am hands-on. I do what needs to be done.

I am senses smart. I am hands-on. I do what needs to be done.

I am details smart. I am best at creating systems and managing data.

I am details smart. I am best at creating systems and managing data.

Roger James Hamilton, the author of The Millionaire Master Plan, describes these geniuses as "your personal path of least resistance to wealth and success."

Build your business around your strengths.

What, in your business, do you enjoy doing the most?

Begin thinking about who you can add to your team or what systems can you put in place that will allow you to focus your time on what you're best at.

How we can help...

  • Turn your goals into a written plan

  • Crunch numbers to come up with specific, measurable goals

  • Develop milestones and benchmarks to goal attainment

  • Identify strategies that will help you meet your goals

  • Develop a step by step roadmap for you to use as a guide

Schedule a free strategy session to begin working with us.

Learn more about your natural genius by visiting The Millionaire Master Plan and taking the test.