What is a Financial Road Map? It’s a large 17 x 20” worksheet that puts everything into perspective for you and makes it easier to make wise decisions with your money. It can help you and your spouse create a clear and compelling vision of your financial future. We believe that this will give you the highest probability of achieving your financial and life goals.
Step 1. Clearly define your values.
Who are the people and causes you care about most? What kind of impact do you want your money to have on them?
Step 2. Set meaningful goals in alignment with your values.
These goals should be specific, measurable and have a deadline.
Step 3. Look at where you are now relative to those goals.
In this part, it is important to know exactly what you have and not use rough estimates.
How would your life be if you had a clearly defined purpose, financial goals that aligned with that purpose and knew exactly where you stand now relative to those goals? Would that bring you a higher level of financial clarity and make it easier to manage your money going forward?
At T.M. Wealth Management, we offer the Financial Roadmap Experience as a free service to anyone who wants to Live Their Life On Purpose. It can be done in our Orem UT office, our Reston VA office or via zoom.