The Financial Freedom Playbook: 9 Steps Every Agent Should Know
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Being rich isn't about having a six-car garage. It's about having habits that quietly, steadily build wealth while everyone else is upgrading phones and wondering where their paycheck went.
These steps come up again and again among millionaires. And none of them require a windfall or a finance degreeājust consistency and discipline.
Youāre a sales superstarābut is your personal financial strategy as sharp as your client strategy? If you're great at closing deals but struggle with managing or investing your own money, this guide is for you. These nine steps will help you build a solid money mindsetāone that supports your business and your long-term wealth.
š§ Track & Tame Your Money (Steps 1ā3)
1ļøā£ Face the NumbersāKnow Your Financial BaselineBefore you can improve, you must measure:
š Calculate your net worthātotal assets minus liabilitiesš Track all accounts: checking, savings, credit lines, loans, subscriptionsš± Use https://MonarchMoney.com to pull everything together in one view
š Agent Tip: Treat your finances like a market analysisāonly data-driven decisions will bring clarity.
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