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    Constructing Your Financial Narrative - Identifying the Driving Factors in Your Plan

    enMarch 31, 2021
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    About this Episode

    After sitting down with Investment Advisor, Daniel Johnson III last week,  we wanted to explore the foundational principles and action steps that can better prepare us for financial success.  As you may have discovered, it's one thing to enjoy a great story but it's quite another to be able to write one - especially when we are unfamiliar with the metrics of great stewardship.

    Wealth and financial independence dont happen overnight and they certainly dont happen without significant planning and focus.

    The following are part of a basic outline to consider when assembling the elements of your story.  In our experience, it is helpful to think about it as a house with many floors built on the foundation of Biblical principles of stewardship:

    1.  Foundation:  (Meta Narrative) - The Gospel and biblical narrative of stewardship/investment

    2.  First Floor: Our Kingdom Values in Tension with the Macro Narrative - the macro narratives being

    • Global Economics
    • US Finance
    • Politics
    • Civil Rights
    • Media/Technology

     

    3.  Second Floor:  Debt, Savings and Hedging Coupled with Planned Generosity 

    4.  Third Floor:  The 3 Legged Stool of Business Ownership, Cash and Cash Flow, and Real Estate

    5.  The Apex of the House:  Having a Redemptive Influence over our families, neighbors and community

     

    Resources and Mentions:

    Daniel Johnson III, CFP, CEPA

    Refocus Financial Planning

    www.refocusfp.com

     

     

    Tamsin Webster - The Red Thread

    www.tamsinwebster.com

     

     

    Contact:

    PW Gopal 

    www.pwgopal.com

    pwgopal@pwgopal.com, pw.gopal@thebluecollarmoney.com

     

    Mike Hatch

    www.empoweredmanhood.com

    mikehatch@thebluecollarmoney.com

     

     

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    PW Gopal

    pwgopal@pwgopal.com

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    ** If the content of this episode or podcast has brought you value we would appreciate a tip at the Paypal email below.  We promise we will put the funds to good work and honor your investment.

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    ** If the content of this episode or podcast has brought you value we would appreciate a tip at the Paypal email below.  We promise we will put the funds to good work and honor your investment.

    pw.gopal@thebluecollarmoney.com

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    pw.gopal@thebluecollarmoney.com

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    PW Gopal

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    pw.gopal@thebluecollarmoney.com

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    thebluecollarmoney.com

    pwgopal.com

     

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    PW Gopal

    pwgopal@pwgopal.com

    pw.gopal@thebluecollarmoney.com

    thebluecollarmoney.com

    pwgopal.com

     

    ** If the content of this episode or podcast has brought you value we would appreciate a tip at the Paypal email below.  We promise we will put the funds to good work and honor your investment.

    pw.gopal@thebluecollarmoney.com

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