Financial Planning Rebel 💥 for Tech Professionals | Financial Strategy Nerd🤓 | Content ✍📽🎮🎧🗺
It's Strategy Guide 1.0 Day! Typically the third meeting in the Level Up Strategy Guide Process. I typically drop little nuggets of relevant strategies that are likely to be a part of their strategy guide in the first few meetings, but in the Strategy Guide 1.0 meeting, they get clarity into how all of their financial stuff fits into the life they are trying to build. It also comes with Level Up action items so they can begin making impactful tweaks to their current status quo and begin to take control of their financial lives and take their financial confidence to the next level. It's super rewarding to see my clients transition from the unknown to reaching clarity and then taking immediate action.
