The single greatest formula that will help you attain the life of your dreams is your ability to spend less than you earn, save consistently, and invest with a purpose.
You’ve already identified the life of your dreams and aligned your income with your goals. The next few lessons will introduce you to Purpose-Driven Investing—a revolutionary way to invest that is both intuitive and effortless.
Purpose-Driven Investing will help you reach your goals by making you a better investor. You will learn a simple and straightforward six step process that will immediately feel more intuitive and be more productive than the investment strategy you’ve been using.
You will learn how to invest with a purpose by following these six steps:
Step #1 – Create Investment Accounts for Each of Your Goals
Step #2 – Discover Your Investment Personality
Step #3 – Match Your Investment Personality with the Corresponding Investment Strategy
Step #4 – Determine the Initial Timeframe for Each Goal
Step #5 – Invest Using the Investment Strategy that Best Matches Your Personality
Step #6 – Monitor Your Investment Accounts
Tune in later this week for a deep dive on Step #1!
The proceeding blog post is an excerpt from The Six-Day Financial Makeover: Transform Your Financial Life in Less Than a Week!, available now on Amazon.
About the Independent Financial Advisor
Robert Pagliarini, PhD, CFP® has helped clients across the United States manage, grow, and preserve their wealth for nearly three decades. His goal is to provide comprehensive financial, investment, and tax advice in a way that is honest and ethical. In addition, he is a CFP® Board Ambassador, one of only 50 in the country, and a fiduciary. In his spare time, he writes personal finance books. With decades of experience as a financial advisor, the media often calls on him for his expertise. Contact Robert today to learn more about his financial planning services.
