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Discover Your Personal and Family Life’s Goals

Series –

I can teach you numerous methods concerning holding on to more of the money that you make, but it is  paramount that you determine exactly what motivates you. All of the strategies that I will teach you will be useless without direction, good aim and laser sights. A chisel in the hands of a sculptor makes Art, but in the hands of a novice makes a mess . Because there are numerous ways to do a particular thing you must have clear direction if you want to easily figure out which strategies to use and at which time.  Figuring out what motivates you will allow you to construct a road map to a purposeful and fulfilling life.

The Importance of Balance When Constructing A

Try this on for size: Take a step back from the hurried details of your everyday life and focus on the bigger picture. Think about all the areas of your life. Everyone will have a different mix of areas but some basic one’s are: , Family, Relationships, Career, Physical Health, Personal Growth, Spirituality, etc. Take each one of these areas and honestly admit how that particular area is going for you. Are you feeling purposeful and fullfilled in that area or are you feeling just the opposite. The truth is; you can look at a couple of these areas and feel a sense of directionless chaos. When one or more of these areas is without direction, purpose and meaning if adversely affects other areas that are, at least on the surface, running smoothly.

5 Power Steps To Designing a Purposeful And

  • Step 1 – Create a perfect Vision for your future.
  • Step 2 – Define your Want List.
  • Step 3 – Creat and priortize your High Priority Goals.
  • Step 4 – Calculate how Money can help.
  • Step 5 – Use Visual Stimuli (pictures) for motivation.


Do you see how you can not accomplish “Step Four” until you have done the other steps. How do you know how much money you need if you do not know what you need it for? In the future, I will dive more into these steps one-by-one and help you put together a nice action plan to discover your personal and family life’s goals.

Other steps in this series will include:

  • Step 2 – Assemble Critical Expertise
  • Step 3 – Maximize Tax-Free Income
  • Step 4 – Have The Correct
  • Step 5 – Take Advantage Of All Your
  • Step 6 – Become A Tax Deduction Ninja
  • Step 7 – Master The Art Of Deferring Taxes
  • Step 8 – Reduce Your Tax Rate
  • Step 9 – To Others


Whatever you do, please do not take this step lightly or the other steps will mean very little to your overall financial health. This is why doing a Life Plan  while I tackle the finances is very much apart of what I do with my clients. Have you ever stopped for just a moment in an attempt to gain clarity and ask yourself “What am I doing and Why am I doing it”. It’s because you have not taken lthe time to get real clear on your personal and family life’s goals.

Other Posts In This Series are:

War On Wealth – A Primer (Introduction)
The Accidental Philanthropist; but Uncle Sam! How Many Times Can You Tax The Same @#$% dollar?
How Not To Turn $20 Into A $75,000 Disaster
Maximizing The “Bank Of You Concept”; Setting Up Your Own Private Bank
Life Insurance As An Estate Planning Tool
Private Retirement Plans Vs. Employer Sponsored Retirement Plan Options
Special Valuations For Intra-Family Transfers, Gift Taxes And Lifetime Transfers
Why You Should Start A Personal Business?
Advantages And Disadvantages Of Investing In Annuities
How Owning Real Estate Can Help Me Save Taxes
How To Reduce Your Real Estate Taxes
Annuities, How They Work And Their Tax Advantages
The Three Proactive Strategies Of Asset Protection
Trusts – A Basic Foundation
Part II: Why You Should Start A Personal Business; The Nitty Gritty On Tax Advantages
Step One – Lower Your Taxes In 9 Simple Steps; Winning The War On Wealth – Introduction

Webinar Opportunity – Minimize Taxes, Empower your Retirement, etc..

We have a webinar on Wednesday from 12:00pm-1:00pm called: “Isn’t It Time You Became Wealthy”, in which we will teach how to minimize taxes, how to make money even in a down market, and how to empower your retirement. Register for the webinar by going to http://becomewealthy.info/leon/Webinars.html

Leon C. Williams
Financial Strategist
LUCA Financial Services
leon@lucafinancial.com
blog: http://leonsblog.leonwilliams.me
Online Business Card: http://bizcard.leonwilliams.me

Other Posts You May Like:

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Broke-Ass financial coaching; Broke-Ass wellness
Run your household like a business
Why I don’t “Live below my means”

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