Nov. 1, 2023

143. Life Goals, Money Goals

143. Life Goals, Money Goals

With the exception of a chosen few who are born into very fortunate circumstances, few of us wander into a position of sustained financial stability. It takes intentionally, and intentionally is driven by goals. On this episode of CFO at Home, Vince...

With the exception of a chosen few who are born into very fortunate circumstances, few of us wander into a position of sustained financial stability. It takes intentionally, and intentionally is driven by goals. On this episode of CFO at Home, Vince discusses goal setting in order to achieve life goals, financial and otherwise, with Aliki Samone, author of Conquer your Summit, How to Build a Five-Year Plan and live your best life. You can find out more about Aliki and Conquer your Summit by going to ConquerYourSummit.com

Key Takeaways:

(06:27) The Summit Method is designed to help readers create goals and plans

(07:35) Having a plan for your life 

(18:29) Summit Method focuses on four areas: personal growth, financial freedom, community

(25:41) The Mountain of Financial Freedom

(29:14) Is the Summit Method is not prescriptive

Resources: 

Ways to contact/follow:

Contact the Host - vince@thecfoathome.com