A Few of My Life Goals
Grow and build the brand of Piertree:
Piertree Planning: a lifestyle financial planning firm
- Current
Piertree Productions: a content production & distribution firm designed for financial advisors
- 0-3 years
Piertree Properties: a real estate investment company
- 10+ years
Piertree Provides: to give back and make an impact in my community
(I love alliteration btw)
• Grow Piertree Planning to one additional advisor and an assistant/paraplanner
• Continue improving as a writer & creator
• Write for Forbes
• Develop myself as a speaker
• Give a TED talk
• Publish a book within 2 years
• Be able to travel at least every 6 months
• Open a small coffee shop with the idea of creating a vibe where anyone, but specifically local creators and solopreneurs, can work around others
- Limited menu, be known for a couple items
Chances are I won't accomplish everything and I'm sure my goals will change with time, but knowing where I want to go allows me to make decisions that align with them.
Now, just gotta put in the work.