What is Your Action Plan?

BY TRAVIS CULLMAN, CFP ® , CPFA

“DADDY!” TYLER exclaimed. “They’re building a million homes over there. How are they doing that?!”

Ok, so perhaps my son exaggerated a bit - he’s five, and the hundreds of homes being built down the road from us might as well be a million to him. However, he brought up a wonderful point. These homes are not spontaneously combusting out of thin air and landing on manicured lots for the 83,000 new residents of Tennessee as of 6/30/221 (looking at you California!). These homes are specifically built to scope and scale with the help of a master plan/blueprint.

Previously, we focused on the importance of knowing your purpose - your “why.” Our purpose should be the foundational blueprint for how we build our lives. Purpose should drive what we say “yes” to and perhaps, more importantly, what we DON’T agree to.

Knowing your “why” is the first step, but you won’t achieve it without action. Imagine hiring an architect to sketch your dream house in the mountains. You get the floor plans, the 3-D rendering, everything - and then you wait around and hope the house builds itself. Ludicrous, right? While we’re at it, we might as well jump on I-40 and hope we eventually end up in Honolulu!

All kidding aside, how many of us have big dreams for the future (retirement, volunteer work, outrageous generosity, etc.) and just hope it eventually happens? We might save a little money here and there, but is it enough? Are we on track? Are we developing a system of good habits that tie into our greater purpose? In his book Atomic Habits , James Clear says “You do not rise to the level of your goals. You fall to the level of your systems.”

Dreams will remain dreams until we act. And guess what - this is our favorite part! Putting on our “financial general contractor” hardhat and guiding you through the process of building your financial house is why we’re in business! From laying the foundation of a thoughtful estate plan to crafting a custom look for your tax shelters, we’ve got your back! Don’t put off for tomorrow what can be done today. Give us a call so we can discuss how to craft a personalized financial action plan for you and your loved ones.

SageSpring Wealth Partners

136 Concord Road Knoxville, TN 37934 865.686.5202

SageSpring.com

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