Broker Check

Step 3

Looking Under the Hood

Our Process
Our History
Our Values

Lifestyles of the rich and famous don’t necessarily cost as much as we think. Much of what we see on TV defines our expectations that to live a certain lifestyle we need an abundance of cash. The truth of the matter is, that for many of us, the TV lifestyles just don’t make sense. So if you cut out the unrealistic and fantasy lifestyles and focus on the dreams you uncovered in Step 2, it turns out that achieving the lifestyle you want, not what the media tells you that you should have, is much more attainable.

So in this step we start to put dollars to the dreams. We start to determine what it would really cost to live the lifestyle you want to live. What it would actually cost on a month to month basis for you to do the things you want to do. Then we compare this amount to what you are currently spending and from there we can determine what changes may or may not be needed to reach your dream lifestyle.

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