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SIX STEPS TO SUCCESS

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STEP ONE: DEFINE YOUR PERSONAL ECONOMY

What is most important to you at the stage of life you are in?

  • Career ?
  • Family?
  • Home?
  • Lifestyle?

STEP TWO:  GET RID OF OLD PARADIGMS

  • What has been holding you back from what you want to do?
  • What old habits are you still carrying with you from when you were a child?
  • What is your money story?

STEP THREE:  VISUALIZE YOUR DREAM & SET YOUR GOAL ACHIEVER PLAN

  • What do you really want?
  • Have you visualized it?
  • What do you want to achieve in the next three months?  Six months? 12 Months?  Long-term?
  • How do you plan to get there?

STEP FOUR:  LEARN YOUR FINANCIAL OPTIONS

  • New Robo Advisor Funds for Women
  • Low or No Cost Investment Options
  • Best DIY sources for Investing

STEP FIVE :  ESTABLISH A CURRENT AND LEGACY PLAN FOR THE FUTURE

  • Just newly starting out? You need a budget and a will.
  • Recently divorced? You need a new budget,  will and a plan to protect your assets.
  • Single and secure? Make sure your will, legacy plan and personal property is updated
  • Single with children? Make sure your children’s needs are protected as well as your assets.

STEP SIX:  ESTABLISH A WORK LIFE BALANCE PLAN

  • Are you mindful of the time you need to spend on you?
  • Are you balancing life as a single mother with a life for yourself?
  • Are you balancing time off work with time spent at work?

 

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