Scheduling Your Financial Success | AWM Insights #183

Figuring out your purpose and intention is the first step to maximizing the impact of your wealth. After your intention is established, time needs to be set aside to execute on that intention and take actions that turn the concept into reality. Figuring out what needs to be done and how it needs to happen is crucial.

We work with our clients to build a game plan that is realistic to execute and advise them along the way to achieve the goal at hand with a customized set of scheduled checkpoints. The Scheduling step on the road to success needs to be interactive to evolve with our clients' changing schedules and goals.

Setting up a well-thought-out plan that takes the guesswork out of achieving your goals and being able to effectively adjust for any changes gives our clients clarity into what they can accomplish and the impact they can make.

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Episode Highlights

0:00 Intro0:45 Scheduling our intentions for success.1:30 Building a game plan before the season and executing on that scheduled plan.3:45 Constantly revisiting the scheduled plan to make sure it is in line with our client's needs.6:50 Text us!