Updated: Feb 27, 2020
Eat Healthy. Easy one to say, but hard to do when busy with life. Be Productive at Work. We are all busy, but when you are working, focus 100% on working and not getting distracted. Productivity is time management, not just the time you spend at the office. Work smart! Set Realistic Goals. Goals are useful if they can be achieved. Always set high goals, but be mindful that they are achievable over a realistic period of time. Hire A Wealth Planning Team We help coach and motivate our clients to achieve their financial goals and hold them accountable. In my opinion, that is what you are paying a financial planner to do. For those that want to learn more about how to solidify your financial goals, I have developed "The Wellthy Process", a system for balancing both health and wealth goals to achieve the ultimate wealth- one you can enjoy for many years to come. Learn more.