Episode 6 — Creating Momentum With the Reality Checklist

With financial planning, Doug Alden believes that if you’re not making corrections or progress, you are ultimately wasting your money.

That’s why Doug has created a planning system that helps clients identify points where they can improve and that also helps them achieve their goals. Today, Doug outlines how he accomplishes all of this by using a tool he calls the Reality Checklist, which allows him to keep clients on track to making progress. 

In this episode, you’ll learn:

  • An update on the current state of the markets
  • How Doug’s Reality Checklist provides clear direction on which way to head with your planning
  • The decline of cradle-to-grave companies — and the effect on your planning
  • The importance of aligning the advisors and experts on your team
  • Why you should be celebrating your achievements 
  • And more!

Listen in now to learn more about Doug Alden’s process around how he helps clients protect, build, and enjoy their wealth!

Resources:  The Liberated Investor Advantage: (828)-668-0665 | doug@theliberatedinvestor.com  | Episode 5