Your Financial Blindspot is:
Strategy
Your financial blindspot…
You've identified your financial blindspot, and it's all about strategy. This means that with a personalised strategy for your goals, you could significantly boost your income. The key to unlocking your full financial potential lies in crafting a strategic approach.
Your diagnosis
In the realm of finances, strategy involves having a well-thought-out plan for managing your business expenses, personal savings, and investment decisions. It's about aligning your financial goals with your core values and creating a roadmap that guides your money toward specific and timely objectives.
A financial strategy includes:
A monthly budget that is tailored to your core values, does not rely on consistent income, and allocates different percentages of your income toward savings, investing (in stocks and in your business) travel, and other personal goals.
Basically…stop spending based on vibes!
Tell-tale signs it’s time to focus on STRATEGY
👉🏻Your savings are staying stuck at a certain $ point even though you’re earning good money
Your savings account goes up and down and then back up again. You believe that because your income is unpredictable, your savings have to be too (not true btw 😉)
👉🏻You feel guilty for spending money on things that are personal (clothes shopping, concerts, travel)
You’re making the money you’ve always dreamed of, but you know you’re paying yourself last…
👉🏻You have the income, the clothes, the bags, but you don’t have investments or a financial future
You WANT to learn how to invest and build an investment portfolio that brings passive income.. but let’s be real you don’t have the time to think of a strategy…you do have a business after all!
Now that we've uncovered your blind spot, let's turn it into a strength! Start by making your financial strategy more specific and timely.
For example: "I want to save for my emergency fund"
Specific and timely: "I want to save $60k by June 2025"
Consider creating a quarterly strategy based on your core values.
💡TIP: Use the S.M.A.R.T method!
Define clear goals, allocate your resources strategically, and watch as your savings evolve from stagnant to thriving.
Wanna peep the other results?
Do it, I won’t tell ;)
The best financial strategies are like a crockpot.
They blend together: strategy, systems, AND allocation.
Check ‘em all out 👇
Scale to consistent 6 figures while building a profitable portfolio
1:1 Financial Strategy Month
Walk away from this intensive high-level month knowing EXACTLY how to grow your wealth and have a clear roadmap to achieving a six-figure year.
Wealth Alignment Coaching (12 weeks)
Private 1:1 wealth coaching for ambitious business owners who want to build a million-dollar investment portfolio, fly in business class to Hawaii, and build legacy wealth.