Description

I'm offering my clients and those interested in my help on their financial journey 30 min in January-February to lay out and strategize the intentions for 2025 and the next 3-5 years. This comes at a tremendous time cost and yet I'm 100% committed and confident it will add value to you and your future.

Highlights

• Kickoff meetings for clients.
• Financial health: cashflow, protection, and wealth.
• Wealth is stored energy.
• Cashflow: the lifeblood of financial health.
• Emphasis on relevance and value.
• Growing the team to manage burnout.
• The power of giving value first.
• Importance of accountability partners.
• Optimism vs. realism: Stockdale’s paradox.
• Relevance and ongoing cashflow.
• Risks of entitlement vs. business.
• 2025: A year to stay relevant and fulfilled.

Links and Resources from this Episode

• Connect with Gary Pinkerton
• https://www.paradigmlife.net/
• gpinkerton@paradigmlife.net
• https://garypinkerton.com/
• https://clientportal.paradigmlife.net/WealthView360  

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