I meet people every day, from all over the nation, from various degrees of professions making 100’s of thousands of dollars a year to millions. Not one, when they first meet me, know for certain that what they are doing is the most efficient thing they can be doing. And the cost of that in their life has been huge!
I invite you to take a moment and reflect on all the money decisions that you have going on.
Yes, even after meeting with me and becoming a client.
Reflect on the loans you may have, the savings, monthly spending plan, investments, your business, whole life insurance plans, term life insurance, all other insurances, estate planning doc’s, college savings and real estate.
Are you confident that it’s all structured properly?
Do you know if what you are doing is the most efficient thing you could be doing?
Are you sure?
If you are sure, are you leveraging that surety in your life today? In every area of your life?
Attached is a link to a very powerful article that I have shared with you when we first started working together.
It’s what I like selling the most.
The Economic Value of Certainty.
When we know, versus hope, that what we are doing with our money is the most efficient thing that we can do, we can leverage that knowing in every area of our lives.
The peace of mind that comes from this frees up mental space to create more in the area of expertise that you are an expert in. It can significantly increase our production. Increased production = increased dollars in our pocket. Of course, it goes without saying that if we are making more money we are helping other people get what they want also.
I have found that it also adds dramatically to our quality of life.
Remember that any money you save outside of your control, outside of your business, outside of your area of expertise and knowledge, when you choose to relinquish control of your dollars to someone else or to a financial institution:
MAKE SURE THOSE DOLLARS ARE PROTECTED, GUARANTEED, LIQUID AND ACCESSIBLE TO USE BACK INTO YOUR LIFE, BACK INTO YOUR BUSINESS. USE THAT MONEY FOR FUTURE MONEY DECISIONS THAT YOU ARE GOING TO MAKE ANYWAY. NOW YOU ARE THE BANK. PAY YOURSELF VERSUS THE FINANCIAL INSTITUTION AND THAT CREATES A VERY HIGH RATE OF RETURN.
I will soon be scheduling a webinar or google hang out to revisit this important philosophy and key concepts.
I am happy to revisit any and all of this with you at any time.
Know and leverage this in your life.
It is your potential.
It’s my desire for you to have this in your life.
I am humbled and take our relationship very seriously.
Thank you for trusting me with this area of your financial lives. I am honored.
I am appreciative of the many referrals that you have entrusted me with. Thank you.
Owner of Optic Financial & Creator of the 20/20 Personal Banking System
To schedule a time to review or with any other question, please email Lacey Martin at firstname.lastname@example.org