Imagine Financial Security

I've read several books by Dan Sullivan w/ the Strategic Coach over the years.

But, about 18 months ago, reading his book "The Gap and The Gain" hit me square in the chin 👊.

My main takeaway...

📏Successful people whom are goal oriented naturally tend to measure themselves against what they have not yet achieved (The Gap).

📈Folks who understand this concept can then make a conscious effort to measure themselves against how far they have come (The Gain).

As financial planners, we are SOO guilty of this.

❓What are you trying to accomplish with your money?
❓What is your vision for retirement?
❓What concerns do you have about future market events?

This then bleeds into our businesses and personal lives too.

🔭Where do I want my business to be in the future?
🤔How many families do we want to serve?
💰How much value can we add to our clients in the future?
💵How much net income do I want to earn to provide for my family?

While chasing long term metrics and measuring sticks are necessary to grow over time...if you are not AWARE, it leads to constantly living in "The Gap" and inevitably leads to unhappiness. I know this because I've experienced many times since since starting in this business years ago.

So in an effort to celebrate our gains since launching Imagine Financial Security in February of 2021, I want to celebrate a big milestone that our firm just crossed over $50mm in assets under management.

What does this number represent?

- 50 families whom we provide ongoing investment/retirement/tax strategies to achieve their life goals.
- Validation that our clients trust us deeply with their financial futures and see value in the work we are doing.
- Hundreds of retirement related conversations with our clients.
- More gray hairs.

A big part of our growth happened in 2024 and early in 2025 after Amy and Roberto joined the IFS team.

They have not only freed me up to do the things I should be doing and nothing else, but they are also adding significant value to our clients throughout each step of our process.

In fact, 'people' have been my TOP investment into my business. Hands down!

Cheers to the last 4 years and looking forward to serving our great families for the years and decades to come!

As a financial planner, I am going to come out and say that the cookie cutter advice in our industry has led to retirees "UNDERSPENDING" relative to their capacity.

Check out this video I posted on YouTube where I break down the 3 reasons why I believe retirees underspend, and ultimately one way to fix the cookie cutter advice that has been given the last couple of decades.

3 Reasons Retirees Underspend If you are interested in working with my firm 1 on 1, visit our website to learn more about our process and service model. 👇https://imaginefinancialsecurit...