Techie Personal Finance Bootcamp

Take Your Financial Confidence to the Next Level

December 10, 2019 Season 1 Episode 23
Techie Personal Finance Bootcamp
Take Your Financial Confidence to the Next Level
Chapters
Techie Personal Finance Bootcamp
Take Your Financial Confidence to the Next Level
Dec 10, 2019 Season 1 Episode 23
Lucas Casarez CFP®
Lucas's financial planning company stands on the mission to take clients' financial goals to the next level. He shares the framework of this process so that you can implement it yourself.
Show Notes

I share with you the framework needed to take your financial confidence to the next level.

  • Identify your why and where you want to go.
  • Understand where you are today.
  • Fill your gaps and blindspots.
  • Micro Goals
  • Importance of believing you are capable of achieving your goals
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