1. Dream big.
Close your eyes and think about your life if money and time had no limits. What would you do? Where would you live? Who are you with?
2. Document your dream.
Grab a journal, notebook, or computer and start writing down what you see. Be as specific as possible. The key is to shift your thinking away from a wealth plan that merely meets your needs toward one that allows you to pursue your wants.
3. Put numbers to your dream.
Putting costs and data together is how you start to turn a dream into a plan. Work with your accountant and wealth strategist to quantify what it will take financially to pay for your dream lifestyle. Then, you can start making investing decisions.
Want to learn more about how you can make way more money and pay way less in tax? Book a call with the team at TFW Advisors® today!