The Financial Excellence Philosophy
Financial Excellence is a philosophy about money.
I define Financial Excellence as “making financial decisions in alignment with your values, goals and life’s plan.”
It is the perfect mean between your today’s and your tomorrows… life and legacy.
The reward of this balance is self esteem. The reward of that might be peaceful bliss and maybe even more happiness in your life.
This decision-making process is done through discovery, planning and action, wrapped in Knowledge, Wisdom and Vigor.
Discovery is identifying your values, goals and life’s plan.
Planning is measuring your current situation, identifying issues and problems, finding solutions and fixing the action plan.
Action is implementation and follow through. All the while we apply Knowledge, Wisdom and Vigor.
Knowledge is what we learn - it is correct belief about how money really works.
Wisdom is the ability to apply that knowledge in your everyday life with prudence and discernment.
Vigor is the energy behind the action - the passionate, persistent pursuit of your life’s plan.
This process I have built gives you more clarity about what you want, where you are and where you are headed. You’ll gain more control over your financial outcome. Your confidence will soar as you establish financial security for your todays and develop your wealth model for your tomorrows. Your reward being… self-esteem and happiness.
Anyone can be Financially Excellent who wants to be. It’s not about how much money is in your life, but rather what you do with the money that’s in your life.