Olivia McGraw | Unbridled Wealth
Do not despise the day of small beginnings.
This wisdom rings true time and again in my life. When I reflect on my goals and where I am now compared to a year, five years, and ten years ago, I’m thankful for the small actions I took that seemed insignificant at the time but have carried me a long distance.
Have you taken the time to reflect on your goals from 2022 and set new ones for this year? How many did you accomplish last year? Along with that, have you taken time to evaluate your finances? Did you achieve your saving goals? Did you spend more than expected (no thanks to inflation)? Is there anything lingering from last year that you need to act on now?
When we meet with clients and begin to establish their private banking systems, nine times out of ten we hear them say, “I wish I had started this years ago!” Why? Because they suddenly took the time to understand how compounding interest works, and we have a map of where their money will be in 5, 10, and 25+ years. Many people think they need to already have a pool of money to start their system. However, we help clients reorganize and evaluate their finances to find the dollars needed to begin a policy. An extra set of eyes on a puzzle can often discover the piece you were missing.
Our clients learn more than just how to set up a banking system. They know how to think like bankers. Bankers know about the flow of money, how to make money in more than one place, and how compounding interest is the key to sustainable wealth. This also means that starting now is more important than the amount you start with. Many people want to wait until all the ducks are in a row, debts are paid off, and their savings are established. However, we can reevaluate this process and find a way to accomplish those things and start their banking process today.
There are several opportunities you can take in 2023 that Future You will thank in January 2024.
- Attend our in-person event: Real Estate Without the Bank – Leave Your Lender and Invest like the Wealthy. Feb 3rd in Tucson & February 4th in Phoenix
- Schedule a one-on-one with us! Everyone is unique and we want to customize a strategy that will accomplish your specific goals.
- Educate yourself. Reach out and we will send you some excellent resources so that you can move into your future with knowledge and intentionality, not just winging it.
We’re excited to guide you through a financial future that is achievable and secure. Email one of us today.
Olivia McGraw: firstname.lastname@example.org
Jason K. Powers: email@example.com
Jack Carlson: firstname.lastname@example.org