The Summit Method: How to Build a Life Plan for Wealth and Success With Aliki Samone Artwork

The Agent of Wealth

Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life.

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The Agent of Wealth

The Summit Method: How to Build a Life Plan for Wealth and Success With Aliki Samone

April 25, 2025 • Marc Bautis • Episode 243

Most people plan for their finances — but what about their relationships, community, and passions? It’s time to take a more holistic approach to your future.

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Aliki Samone, author of Conquer Your Summit: How to Build a Five-Year Plan & Live Your Best Life and The Summit Method: A 3-Step Strategy for Success in Self, Wealth, and Community. Aliki shares her transformative “Summit Method,” which guides individuals in creating a values-based five-year plan that goes far beyond financial goals — touching on relationships, community, and personal growth.

In this episode, you will learn:

How to apply goal-setting strategies to both tangible and intangible life objectives.
Why community and relationship goals deserve a place in your long-term planning — and how to structure them.
The importance of visualization, data tracking, and regular check-ins to stay aligned with your plan.
What to do when you hit a setback or lose momentum — and how to bounce back with clarity and purpose.
And more!

Whether you’re in a transitional phase or simply seeking more intentionality in life, this episode is packed with practical tools to help you map out and live your vision.

Resources:

Episode Transcript & Blog | www.conqueryoursummit.com | Conquer Your Summit: How to Build a Five-Year Plan & Live Your Best Life | The Summit Method: A 3-Step Strategy for Success in Self, Wealth, and Community | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call