?? Are you ready to change the way you think about money in 2024?

??? The big picture: The Get Ready Method is an easy-to-use roadmap to help you understand how everything fits together.

??? Why it matters: The financial world can be overwhelming, and it can be hard to know where to start. The Get Ready Method provides clarity to evaluate whether financial products meet your goals.

?? What is it? The Get Ready Method is based on eight habits that will empower you with your money and transform your life. It includes an innovative and unique financial calendar system with a weekly action item to help you keep all areas of your financial life up to date and on track.

?? Goals Defined

• Be goal oriented, rather than product oriented
• Define your goals
• Consider a concrete time horizon for your goals
• Prioritize your goals
• Your goals should be realistic, specific and important to you?

?? Educate Yourself

• Learn what you need to know to make an informed decision
• Your source of information should be qualified and unbiased?
• Understand how to use your knowledge?
• If you don’t understand something walk away
• Keep information fresh?

?? Habit 3: Think About How You Think?

• Understand how you think
• Have a positive money mindset
• Be judgment free
• Review your habits & processes
• Act with intent?
• Be Realistic

?? Habit 4: Relevancy To You

• Know your money story
• Align with your values
• Have your own definition of success?
• Customize products to fit your needs; you are unique and there is no one size fits all
• Understand your money story so you know what you need to work on?

?? Habit 5: Evaluate Your Options

• Always evaluate your options
• Monitor your expenses
• Be wary of hidden costs & expenses?
• Consider the true (total) cost of a purchase?
• You have the right to choose?

?? Habit 6: Assemble The Pieces?

• Know your resources
• Gather all of your financial information
• Consider how everything fits together
• Determine if you are missing anything
• Terminate anything that is no longer needed?

?? Habit 7: Detailed Focus

• Take time to review details
• Details lead to success
• Have reasonable expectations
• Seek balance in your financial life
• Know when you need professional advice?

??? Habit 8: Yearly Review

• Follow the Get Ready 52 week financial calendar
• Keep everything up to date
• Life events require changes
• Products and services change
• Ensure that nothing falls through the cracks?

?? The Get Ready Method empowers people to take control of their money while providing a framework for integrating financial products, financial advice, and advisors.?

? Join the Get Ready Movement and change the way you and your clients think about money and financial preparedness.?

Tony?