Reply To: Week 2 – Dreams & Sweet-Spot Goal

#3590
Ben Mahrle
Participant

Working back from a DREAM (which took some time to reduce from 2 pages to a simple statement) of living a comfortable life in a remote ranch style location with steady recurring income and Family Legacy Foundation holding assets for generational growth but still active and productive. The CHIEF AIM 3-5 years out is to have the new house built and paid off with my new Private Banking business established and still brokering a very few larger businesses.
My SWEET SPOT GOAL ended up with 4 possibilities with 2 very close at 8.5/10- having 3 business sales under solid contract and 9/10 closing on one Private Banking engagement.