"What happens if I have no income for 2 years, will i have enough to pay for all my plans?" This was a very honest question a client recently asked me. And I'm thrilled that he asked this, because that is precisely why I am doing what I am doing, it is to give clarity [...]
This is my 10th year in the industry.I was sharing this fact with a client recently, and he asked me, '𝗪𝗵𝗮𝘁 𝗱𝗼 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸 𝗶𝘀 𝘁𝗵𝗲 𝘀𝗲𝗰𝗿𝗲𝘁 𝗼𝗳 𝘆𝗼𝘂𝗿 𝘀𝘂𝗰𝗰𝗲𝘀𝘀?'It's always great when clients hit you with some revelatory question that forces me to take a step back and ponder.After taking a moment, I answered [...]
"I've never had this much cash and investments in my life!" Just celebrated a big victory with my client last night.When we started our journey together since 2019, he was not in the best of state. He had debts, hardly any savings and no investments at all.While some consultants may choose not to work with [...]
"𝗜 𝗮𝗺 𝘀𝗵𝗶𝗳𝘁𝗶𝗻𝗴 𝗮𝗹𝗹 𝗺𝘆 𝗰𝘂𝗿𝗿𝗲𝗻𝘁 𝗯𝗮𝗻𝗸𝗲𝗿'𝘀 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗼𝘃𝗲𝗿 𝘁𝗼 𝘆𝗼𝘂."That is probably one of the greatest validation I have gotten in recent days.My client went on to explain that, '𝗗𝗼 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 𝘁𝗵𝗮𝘁 𝗺𝘆 𝗯𝗮𝗻𝗸𝗲𝗿 𝗵𝗮𝘀 𝗯𝗲𝗲𝗻 𝗯𝗮𝗱-𝗺𝗼𝘂𝘁𝗵𝗶𝗻𝗴 𝘆𝗼𝘂 𝗮𝗹𝗹 𝘁𝗵𝗲𝘀𝗲 𝘆𝗲𝗮𝗿𝘀?'These were his exact words, and I do know it as previously, this [...]
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