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                         The LADDER Process

Life By Your Design

L~ lean in –define and deepen your connection to your purpose and values. Uncover conflicts or limiting beliefs that hold you back from achieving financial freedom and replace them with supportive beliefs to become the money magnet that you desire to be. We listen and inquire about your past and present experiences, family, and concerns. Your chance to recognize your purpose, dreams, values, life goals, and expectations. 

A~ assemble – align your purpose with your values to create your vision for your Life By Your Design.  One that’s purposeful and fulfilling. See the big picture of the future that you want for yourself by using your natural strengths. Gather information; discovering landmines and gold mines to understand highly emotional issues and the principles you care about. 

D ~develop your spending plan and Safe Money Strategies by aligning your values with your goals to protect and grow your assets and income. Gain clarity on where your money is going. Use your money for the things you value – by aligning values with your goals.  Formulate strategies, assign timelines. We apply your financial components to your current objectives and future goals to create a financial roadmap for you to live your Life By Your Design.

D ~ deliver and implement strategies for your investments and retirement, taxes, insurance, estate plans, and Social Security, to grow your wealth and leave a legacy so that you won’t run out of money before you run out of breath. Discuss strategies, recommendations, and timelines for completion. Shift…the way you think about money and creating wealth to achieve financial freedom and independence and live a ~ have an abundance of anything in your life that you truly value.

E~ execution, education. Understanding how money works build confidence in speaking the language of personal finance, which enables you to make smart financial decisions.   Implement and review strategies and timelines; fine-tune the recommendations. Inspire and support you.

R~ revisit your initial goals and objectives quarterly to ensure they are still valid and have not changed. Provide ongoing review of your investment risk profile, update changes occurring in the markets, economies and their effect on your plan and other life events. Provide you with ongoing inspiration and support. 

"A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life."

“Your purpose explains what you are doing with your life. Your vision explains how you are living your purpose. Your goals enable you to realize your vision.”-Bob Proctor

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