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Now vs. Future

It’s Your Future... Plan It Now!

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We believe to achieve success your passion must also align with your skills and talents—your unique ability. Successful people do three ‘simple’ things that separate them from others—seek advice, make a
plan, and take action on that plan. The same can be said about successful investing; it isn’t about what you know—or don’t know—it’s about what you do—or don’t do

Your Guided Journey

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Define Your Success—what do you want... makes you happy... what are your dreams?
What is Unacceptable—what has to change... what must you avoid... what is the cost of procrastination?
Identify Your Challenges—fear of costly mistakes... things are complex... drifting with no plan...

Clear Assessment of Now—focus on where you are today... complete your organizer... gather all your
important documents
Determine What’s Working & What’s Not
Construct Your Plan—lay the tracks... build upon your foundation
Create Your Action Items—make priorities... take action
Monitor and Adjust... leads to confidence—thriving and successful

Delay and Drift... leads to uncertainty—worry and disappointment

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