I am passionate about helping others accomplish far more than they ever thought possible with their personal finances.
I need your help to reach others with the simple message that:
- God owns it all.
- We are managers.
- INCOME – OUTGO = EXACTLY ZERO
So with this series, I am going to challenge you to teach one person this stuff during the next month.
Part 3 Prepare for your meeting.
First, I want you to know that if you are taking this challenge, I have an assumption that you are applying these tools/principles. You can not fake authenticity. The best teachers I ever learned from are the ones who are actively thinking about and applying the knowledge they have.
Since you are indeed applying these principles and tools, then it is important that you provide some transparency to the individual you are teaching. Of course, it is not necessary for you to reveal all of your personal financial picture. Where it makes sense, show them a copy of your budget, debt freedom date calculation, before/after insurance quotes, and retirement calculations.
Have samples of these readily available before the meeting so that you will have them available should the opportunity present itself.
Maybe it would be worthwhile to take a few moments to brainstorm some key financial decisions you have made that have impacted your life – both good and bad.