Your Dream Board is a one page visual summary of your big goals. It is the first step to building your Financial Roadmap. For every big goal you have, I am going to help you figure out 3 things:

 
 

Step 1

Description of the goal and why it is important to you.

 

 

Step 2

How much money you will need to accomplish this goal.

 

 

Step 3

When will you need that money to be ready.

 

 

This is what a Dream Board looks like

 
 

Your homework before our call:

Speak to your spouse or family about your collective goals so we can get everyone on board. You don't have to have all the answers, I can help with the details.

 
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What you will get from our call:

 
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A high level overview of your big goals that you can stick to your fridge to keep you motivated.

 
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Advice on how to organize your cash flow so things make more sense.

 
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Answers to your most pressing money questions.

You will get valuable help in this one call.
Get started by booking your Dream Board Call below!

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