Your Next Financial Move

Jim is at a crossroad.  After 40 years, his highly profitable business- his passion in life – is still going strong. But with no successor within the family to take over his life’s work, what are his options for the future? He’s got some critical questions to answer:

How can I be sure I don’t miss my big payday?

Once I sell my business, what do I do with my time?

In other words, after all the success… What now?

Things are just more complicated than they used to be.  Starting out things were as simple as make enough money to survive then plan to sustain that success.  Though simple, there was clarity about what success looked like and a plan to make it happen.  Now that you have success it’s different.

You still need a plan – but now it’s a different kind.  What’s needed is a plan for your life and wealth.

It was a vision of the future, a mission to guide and a set of goals that drove your career success.  Its the same pieces that guided your success that are needed to direct your significant future now that you’ve achieved success.

And it really does begin with purpose… having a written list of what’s important to you.  “Not knowing” your unique wealth purpose isn’t the same as “not having” a significant wealth purpose.

Right now, write down three things that are fundamentally important to you about having money.

Your next move is to share those things with someone close to you – maybe a spouse, close friend or trusted advisor.

The most effective conversation you can have with a specialist about your wealth opportunities is to help you clarify what is most important to you.  To have conversations about the things that energize you to make a mark of significance on the people that matter to you most.

Who is helping you get greater clarity about what is most important to you about having money and the opportunities available for achieving what you want?

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

Leave a Comment