Getting Started – Tips

Get Started!

You will get the greatest sense of satisfaction when your time is spent on those objectives, projects, adventures and relationships that you value most. So, it is important to prioritize your values once you discover them.
Here are some key tips:

  • Develop a financial blueprint – a blueprint puts you in control.
  • There are four key parts to your blueprint:
    1. Wants List
    2. Values List
    3. Goals List
    4. Strategies List
  • Use the values to determine your goals, and create a prioritized list based on your needs.
  • Put 80% of your energy into the top 5 values on your list.


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