Live for today and create your tomorrow with a financial plan
Begin with a purpose that is greater than money
My core purpose in life is _________ (fill in the blank). Can you easily state your purpose? A purpose gives you direction, helps to stay the course, gives you strength, and helps to reach your goals. Your core purpose may change throughout life, but without a stated purpose you may not have a fulfilled life.
“Having a purpose is the difference between making a living and making a life.” – Tom Thiss
Declaring your goals
What are you looking forward to accomplishing along the way? Stated another way, what are your goals for your life?
- Buying a house
- Knocking of items on your bucket list
- Saving for your children’s education
- Saving for retirement
Creating a plan to fulfill your purpose and meet your goals
We believe your best financial plan for success begins with the American Dream Experience. We want to give you insights into how to live powerfully around money and investing and creating your American Dream. Discover your true purpose at the American Dream Experience.
We take the time to ensure we understand all of your goals and dreams and work with you to establish recommendations and a plan that will work for you accounting for:
- Your time horizon (how long you want to keep your money in an investment account)
- Creating a truly diversified portfolio
- Assessing your risk tolerance
Coaching to keep you true to plan
It can be easy to veer off plan. A good coach is supportive and ready to keep you on track. A coach really understands how important your purpose and plan are for your and your family.
So what are you waiting for? Our philosophy about getting started with investing: Earlier is better and it’s never too late!