Not Irish? No problem—me neither! I’ve learned to create my own “luck of the Irish” and want to share a few pieces of gold with you today. One of the most important things that I’ve learned in almost 20 years of working with money and wealth is this…
MONEY TIP:
You can do it alone, but the path is often harder, scarier, costlier, and drains the joy out of you along the way. (So who wants that?) Yes you do have an alternative (to follow the rainbow to your pot of gold). Create your own Dream Team. These are your go-to people, ready on your speed dial, to help you with your money, health, home, and all of the many facets of you that contribute to your wealth—both inside and out.
So who goes on your Dream Team? Here are some suggestions:
- Financial Coach (to help you find the cash to fund your dream team, release any financial stress, and enjoy your life more)
- Financial Advisor/Planner
- Accountant
- Attorney (especially estate and family law)
- Mortgage broker (for a mortgage refinancing or next home purchase)
- Real estate agent (you never know when you will want to sell your house or need an updated informal appraisal to consider a refi)
- Organizer
- Life coach
- Health coach/Nutritionist
- Acupuncturist
- and so many more awesome service providers that could be exactly what YOU need to live the live you love and deserve.
Recognize you can have these people as resources for you—and you don’t have to pay them to have them on your team. That is where the confidence can start for you. You don’t have to do it alone. Choose the people that will help you take the next step to where you want to be in your entire life, including and especially your financial life.
Then I got to thinking…if you’d like me on your dream team, how can I help you make that happen? Essentially, how can I bring the luck to you…? Check out this next blog post to find out how, and please add a comment below if I missed anyone you’d want on your Dream team.