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Financial
- Control your budget and manage a plan that you’re proud of.
- Identify the difference between your needs and wants.
- Balance the cost of your big-ticket items, like your house and car, with everything else you’re integrating into your lifestyle.
- Embrace your desired lifestyle and STILL set aside money for your investment and savings accounts at the end of every month
Income
- Review and align your thoughts on discretionary income with your lifestyle choices.
- Measure and understand the three major income levels (poverty, middle upper) to refine and adjust your basic, and stretch, lifestyle choices.
- Navigate different approaches to adding income or replacing lost income.
Transitions
- Develop “life timelines” as well as contingency plans for unanticipated life events.
- Visualize and implement your fit-for-purpose, unique life timeline.
- Examine your why, mission, and ministry in the context of your life timeline.
Wellness & Health
- Become more cognizant of your physical health, mental health, and overall wellness.
- Receive a Doctor’s report regarding your Diabetic status and your consequent need for additional information.
- Acquire information on QPR Instructors and Gatekeepers for Suicide Prevention.
Housing
- Assess your housing needs and wants.
- Determine your location options based on affordability.
- Review alternatives as your family grows or downsizes
Education & Experience
- Identify educational resources that lead you towards your learning goals.
- Examine various educational tracks and options to better address your academic needs.
- Investigate career paths to uncover what you truly desire professionally.
Environment & Experiment
- Adapt your career pathway as opportunities arise over time.
- Adjust readily to ANY situation in work or life.
- Position yourself to maximize your return on time, effort, and relationships … based on where you are now AND who you want to be in the near future
Legal - Family
- Protect the assets that are valuable to you and your family.
- Analyze multiple options and dollar limits on products and services needed to maintain your family’s lifestyle.
- Determine your estate value and designate your desired distribution method.
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