I’d like to express my gratitude to CFT. You’ve taught me so much about wealth building and controlling risks to reach my retirement goals. You’ve changed my mindset and opened up amazing opportunities for me. My future is exciting.

Linda Lai

Keep the Money You Make

If you have ever wondered why you work so hard to keep a percentage of your earnings, you are in the right place.  It is easy to start a business or go full speed ahead into your career with a big goal in mind of improving your current financial situation. The adrenaline is pumping and you are in full hustle mode in the beginning.  Nothing can stop you.

Then it happens.  

You realize that in the hustle and grind you lost sight of the goal. The focus became, as it undoubtedly needed to be in the beginning, on growing your business, making your clients happy, managing your team, etc.  We get so zeroed in on the day-to-day operations of what we do that we genuinely forget why we started in the first place. Then the day creeps up when you stop and realize that in striving to meet quotas and driving sales, you didn’t even consider how long you have been blindly and carelessly forfeiting so many of your hard-earned dollars.

That’s where we come in.

The challenge for our clients isn’t how to make money.  The challenge is in figuring out how to get out of hustle mode and transition to being comfortable financially once you are established and KEEPING your money.

Before doing business with CFT I probed them to find out what their core values are and how they deal with people. I came to the conclusion that these two have integrity and they take my financial goals seriously.

Jason Jenkins

You must be willing to have a conversation about money.

You have to be willing to have a serious conversation about money and investing.  It is something that the great majority of people tend to avoid if it isn’t their strong suit.  The majority of the people we work with fall into one of two camps. Prior to meeting us, half chose to blindly trust their financial advisor and nod at their every recommendation.  The second camp meticulously avoided the conversation about finances entirely for as long as possible hoping that by burying their head in the sand the problem would resolve itself on its own.

The real danger with traditional financial advice is its not black and white.  It would be great if it came with universal laws or rules but the truth is we are not statistics.

Financial products are first and foremost a marketing product.

These products are created with an avatar in mind.  They pick a pain point. They pick a problem to solve and they create a product to solve it.  It happens every day in business. Rarely do we sit back and think whether we are the avatar for these financial products.  We so easily to straight to finding a product to solve a problem and breeze right over a critical element to creating real lasting wealth.  Putting your money in a 401k for the length of our career is a prison sentence for your earnings and eliminates any opportunity of using it strategically to KEEP your dollars.

The Strategy

In order to be an individual capable of amassing long-term wealth you have to have a strategy, not a product that is created for the masses.  We are as unique as the fingerprints on our hands and to create wealth we need a strategy to specifically address our challenges, desires, wants and needs.

Let me clear the air on one thing.  In the financial world there are plenty of honest and trustworthy financial advisors who genuinely care and are invested in the success of their clients.  I will never doubt that but unfortunately that is not enough of a qualification. Your financial advisor can be giving it their best try while simultaneously serving you up a pre-packaged wall street solution that is either dangerous, misleading, or outright wrong.  

They simply don’t have the tools in their tool-kit to do right by you no matter how good their intentions.

Just the Tips

We have some great friends James Friel and Dean Holland with Just the Tips that were gracious enough to have me as a guest on their podcast recently where we dug into the specifics of these topics as they relate to entrepreneurs.   As entrepreneurs there are huge disconnects between the Entrepreneurial Personality Type and the blind strategy of traditional finance that we are all too familiar with.  

Listen to the Podcast HERE.

Regardless of you profession, you work hard to become the expert and gain control of as much as possible yet you are encouraged to put your earned money in a long-term plan where you have little to no knowledge and zero control.  Rather than handing money over to the first available financial advisor you need to have a REAL conversation about money and figure out how to systematically keep more of the money that you make.

Keep the money you make.  Invest in Cash Flow. Rinse.  Repeat.

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