Unlike other wealth coaches, I am not going to ask you to deprive yourself of all fun activities that cost money. I am not a fan of cutting up credit cards, and drastically reducing the quality of your life.
Before I begin, let me share with you the same disclaimer I share whenever I talk about taxation and other legal issues: I am not a CPA and I am not a lawyer. Anything I tell you here should be verified by your CPA or lawyer before you put it into practice. I just want to share with you what I have been told and what has worked for me. Okay?
If I could teach finances in school, I wouldn’t need a lot of time. The fact is that finances don’t have to be complicated – so much of what I do is simply correcting people’s errors and misconceptions about making and investing money.
What role do you think banks and other financial institutions should play in the modern economy? Have a look at this comment from a news article posted a few months ago to www.telegraph.co.uk:
In my time as a mentor and financial coach, I have seen that many investors never reach the level of success and wealth that they hope to. While unfulfilled expectations might be the result of any number of factors, I think that all too often folks fail because of a failure to streamline their business and to plan ahead.
