Over the course of the last 8 years I have worked hard to improve my annual planning process. Every year I take a hard introspective look at how this process served me in the prior calendar year. There hasn’t been a time when doing this, that I haven’t evolved the process further.
Essentially you will be getting the best version of my annual success plan that I have ever created. I decided to give this to you at no cost ($10,000 value) because it has helped me immensely. I’m sure that eight years ago I was inspired by some kind of free content that led me to develop my initial version of my own personal success plan.
Here's what you will be getting:
PDF Success Plan Workbook
Financial Planning Spreadsheets
New to this plan in 2021: