Roadmap
Outcomes
- One to One Coaching Session
- Make sure you fill in the Google Sheet (Watch this to see how to use the Google Sheet)
Starting Point
- Introduce to Caleo
- Analysis on your current portfolio
- Alex to assist
Wealth Plan
- Stress test your Wealth Plan
- Finalise your Wealth Plan
- Alex to assist
Accountability, Mindset & Execution
- Same day as the Mastermind Session
- 8am or 8pm SAST – (1 hour Each)
- or after the Mastermind Session (1hr)
- Imperative everyone does it monthly & spends time with Scott to be accountable, coached & execute!
Investment
- Wednesday in the middle of the month.
- All dates are in the Google Sheet
- Time – depends on the partner, but booked at least one month in advance
Resources
Not Enrolled
Not Enrolled
Not Enrolled
