This is how to design your roadmapAug 11, 2019
In business schools they used to have a saying: ‘what gets measured gets done’.
Perhaps they still do, for all I know…either way, it’s very true!
It’s not uncommon to push wealth creation plans and personal finances onto the back-burner, because life so easily gets in the way.
But if you want to keep growing and compounding your wealth, you need to set goals and design a roadmap, track your progress, and be held accountable.
That’s why we set our coaching clients up with our Next Level Wealth Wealth Tracker.
It’s a very slick and intuitive tool, and since there are agreements in place with all prominent financial institutions you can track your income and spending by category in real time and with live feeds, as well as mapping all your entire financial world in one easy and secure read-only portal.
You can pull through live-feed balances for your property investments and mortgages, bank accounts, credit cards, brokerage accounts, and superannuation, to give you a comprehensive snapshot of your entire financial world.
It’s a place where you can store receipts or insurance policies, keep track of budgets, and upload your rental statements.
And then there are some very neat reports whereby you can attempt to project your results into the future, to work out when you’ll reach your own personal goals.
Reaching your summit is a worthy goal, but to get there you need to design a roadmap, and then run your monthly wealth snapshot to be held accountable.
Whatever your ambitions, we’ll help you to get there!
I discuss this a little more in the short video here
Whenever you’re ready… here are 4 ways we can help you manage your own money and go next level wealth:
- Boom or Bust in 2021 – 20 minute online workshop for investors
Register for my next free online training - Boom or Bust? How to change your investment plan for 2021 - book in here
- Subscribe to our Top 100 Podcast for Investors
- Join our Implementation Program
We’re putting together a new coaching case study group this month for private investors. If you’d like to get the plan, tools and timeless principles for managing your money and creating next level wealth … just send an email to [email protected] with the word “Case Study” and we'll get you more details.
- Work with me privately
If you’d like to work directly with me and Stephen Moriarty directly to help you map out and action your next level wealth plan… just send an email to [email protected] with the word “private”… tell me a little about your situation and what you’d like help with, and we’ll get you all the details!