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My #mentor tells a story about a client of his who had $400,000 in her #portfolio, he wanted her to get to $1,000,000 in the next few years and she yelled at him “DO YOU THINK THAT’S REALISTIC, $400,000 TO #MILLIONAIRE?!”

He said, “I want you to have $1,000,000 and you want 500k, are you going to argue with me if I want to shoot for the moon?” We know the client will remind him frequently of the #goal he set out, so, is it realistic?

Most of us did not start #saving in our 20’s like they told us to, even worse, we didn’t start saving when we were in our teens either. So, we went through life’s transitions and find ourselves in this place where we’re making decent income as a household but have little to no savings.

So, can we get ourselves to that next level in the next 5-10 years? Can we set our kids up to be wealthier than we are and create #generationalwealth?

The answer to both questions is yes, absolutely. The old rule of saving monthly can work, but not if we’re running short on time. Join me in an upcoming workshop entitled “LEVEL UP Your Wealth” to learn how you can play catch up.

Because, yes, it’s VERY realistic.

Be well.

Clare Baukham CLU, RRC.

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