Taking It to the Next Level

I have named 2016 as the Year of ACTION! In order to do the things and be the person you want, you must ACT. And, when it comes to having the life you want, having the monetary resources to execute is key. I want you to imagine what you want for yourself at the end of 2016, and work backwards to figure out how you will get it.

If you want more money to start (or re-invest) in your business, support your child’s upbringing and dreams, take care of an aging parent, or have more cushion to take advantage of opportunity, you must ACT.

But getting started is the hardest part, right? Well, over the next 10 weeks, I am partnering with Modest Money to bring you the Charisse Says Show, which has 10 episodes to help you get moving. The show is entertaining, informative, and action-oriented. The show gives you practical solutions to have the wealth that you want to live your best life.

The show was originally broadcast on www.charissesays.com, but given the interest, we are re-broadcasting it on the Modest Money platform for your convenience. The Chicago Sun-Times featured the show at the end of last year, and so you are in for a treat as it’s right here for you.

Below you will find the debut episode, “Taking It to the Next Level.” I give you detailed explanation of 3 key actions you can take today to get to that next level of investing and money management.

The first step is to assume a position of power over your money. What do I mean by this? I want you to assume the role of CEO, Chief Executive Officer, of your money. In other words, – I want you to treat your money like a business, and create a vision for the life you want and how wealth will help you get there. In the video, I explain what characteristics a money CEO must have and why it is so important for you to assume this role over your finances. You will also learn what it means to create a vision. I even show you my vision for my own life.

The second step in taking it to the next level is to find a qualified COO or Chief Operating Officer for your money. The types of people who qualify as good COOs are financial advisors, brokerage firms, or even a friend who has expertise in managing money and time. In the video I talk about all the benefits of having a COO, and what happens when a COO goes un-checked (hint: it ain’t good). On my blog, I talk even more about the benefit of having a COO through my own experience running my own tech company.

The 3rd, step in helping you get to the next level is getting access to high-quality investment products and services. You cannot always get access to the hottest mutual funds and investment products from brokerage firms. In the video below, I explain that you need a financial advisor to get access to the most in-demand investment products that you cannot get on your own, and why it works that way.

Once you complete these steps you will be well on your way to the next level of managing your finances and starting to build wealth.

That’s right –  I cover all three action steps in detail in the short video below. Even if you are not currently able to invest, you will learn the steps you need to take when the time comes.

Watch now and enjoy!

And, look out for the release of the remaining video episodes over the next 9 weeks right here on Modest Money’s platform. You will not be disappointed!

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