Welcome to Level One!
And a big congratulations on your decision to achieve financial freedom!
In Level One, we are going to:
Now don't let the list above intimidate you. Remember, we are going to do this together and I will be helping you every step of the way. In fact, every step that you are going to take on this journey to financial freedom, I have already taken. (Can your financial advisor say that about the advice he is giving you?)
As the old saying goes, "the journey of a thousand miles begins with one step."
So let's get started with our first step. We are going to begin Level One by creating a Charitable Giving Plan.