Overview of the process

Overview Of The Process

The process of achieving financial success is ‘Simple’, but ‘Not Easy.

I have been helping expats achieve their financial goals for a long time now, and time and again I see people repeating the same mistakes I did before I knew how money worked.

Much like your health, where subscribing to a gym membership is easy, and consistently going to the gym is difficult, ‘starting a savings plan, or investment plan is simple to do’, but not easy to continue,

unless you have a very powerful ‘reason why’…

You have to follow these simple steps;

  1. Get A Financial Coach - Preferably an independent financial advisor who will keep reminding you of the reasons why you started on your financial plan.
  2. Create Your Financial Plan - Get your financial advisor to help you set very powerful ‘reasons why’ you want to achieve financial success.
  3. Start Working On Your Higher Priority Goals First - Not all goals need to be worked on simultaneously. You can and should prioritise on which goals are more important in the immediate term.
  4. Regular Reviews - Meet your financial advisor regularly, to review the goals, and the progress you have made towards them.
  5. Tweak Your Plan As You Go - Nothing is set in stone, life doesn’t always move ahead in a straight line. There will always be ups, and downs. Be ready to tweak your plan, as needed.
Help Your Friends, Colleagues, & Relatives Start Their Financial Plan - If your financial advisor has done a good job, introduce him/her to the people you care about.

About the Author Amit

Amit is an Independent Financial Advisor, based in Dubai since 1997. He is part of the prestigious ‘Million Dollar Round Table’ (MDRT), which is an elite club of the best financial advisors worldwide. He has authored the ‘6-Step Financial Success Guide’, and the book ‘Creating, Preserving, Distributing Wealth’. He helps business owners and professionals ‘Create A Second Income’ through investments.

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