Sep 16 • Real Estate
🚀 Building Financial Freedom: The 5-Step Journey
At LIVTAG, our mission is grounded in Teamwork, Authenticity, and Gratitude. These values aren’t just for how we serve clients — they’re also the foundation for how we grow together as real estate professionals.
Real estate is not a quick sprint; it’s a 3–5 year journey toward building both a thriving business and true financial freedom. That’s why we’re sharing a powerful resource from Tom Ferry’s Financial Foundations Tool to help you master your money, take control of your future, and make real estate the wealth-building vehicle it’s meant to be.
đź’ˇ The 5 Steps to Financial Success
Here’s what you’ll explore in the Excel tool and guide:
- Your Business FinancesKeep your business and personal accounts separate. Track your income and expenses (marketing, tech, staffing, client costs, etc.) so you can clearly see profitability.
2. Your Personal FinancesIdentify your true income spread (income – expenses). This is the starting point for building long-term freedom.
3. Your Asset AllocationVisualize where your wealth is distributed using the 30-30-30-10 model (stocks, real estate, managed investments, cash). Diversification = protection.
4. Your Infinity CalculatorDiscover how long you could sustain your lifestyle if you stopped working today. The goal is to build assets that generate sufficient income, allowing work to become a choice rather than a necessity.
5. Your Progress TrackerSet your 1-year and 5-year financial goals. Track progress regularly and hold yourself accountable — just like we do with our business scorecards.
🌱 Why This Matters
Tom Ferry often reminds us: “Your future will be determined by the choices you make today.”This tool is your framework for making smarter choices, building habits, and creating a financial plan that fuels your freedom.
Our vision as a community is that every agent here has the ability to:
- Build a consistent business.
- Stabilize their personal finances.
- Create wealth that outlasts transactions.
🔑 Your Next Step
👉 Download the Excel tool and spend one hour this week filling in Step 1 & Step 2.👉 Post your biggest insight in the comments below. (Example: Did you notice a gap in your expenses? Did your income spread surprise you?)
This is how we grow — by sharing, supporting, and holding each other accountable.
Together, we’re not just building businesses. We’re building freedom. 💙
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🚀 Building Financial Freedom: The 5-Step Journey
