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.

#LiveDifferent