Let’s build your Accountability Successes

By Mark Bertrang, The Creator of the Financialoscopy® on Thursday, January 4th 2024

 

This is our first blog of the New Year, and today is a good day to discuss accountability. Unlike most New Year’s resolutions that go by the wayside within minutes of the clock striking midnight on the first day of January or are done within a week or a month (if that), I want you to be able to have success no matter what you do.

You might look at my life and think that I have it pretty much all together, but believe me, I don’t. Instead, I have groups of people to whom I am accountable. They help me stay on track. I have worked with many of these organizations and people for years to keep me personally on track:

  • I have a coach that I speak with for one hour every week. She is the creator of the ‘Blueprint Process’, which helps to keep me true to who I am and who I should grow to become.
  • I have a business coach through an organization called ‘The Strategic Coach’ that I have been attending quarterly for the last 18 years to grow our company.
  • I also belong to two educational organizations. One is called ‘The Prosperity Economics Movement’. They have regular meetings throughout the year and weekly virtual meetings that keep me on task to grow my education.
  • Spiritually, I meet every Wednesday morning over coffee for an hour-long Bible study with 20 - 25 other men who are constantly trying to improve their lives.

Accountability is what helps me get from point A to point B. It doesn’t mean that it is always a smooth path. Just like anyone else, there have been ups and downs in my life. What I am about to suggest may sound stupid, but things often come off kind of dumb or silly until you have a breakthrough and realize that the recommendations you’ve received actually work.  So, our gift to you this New Year is a recommendation to open yourself up to the mindset of new possibilities in your life. If you have gone through ‘The Financialoscopy® Process’, you know the detailed work that is involved. We charge a fee upfront, and we look through 27 different areas of your life for up to 234 concerns that most people don’t even realize exist.

I have worked with some of my clients for 15, 20, 25, or 30+ years who also may not have ever gone through ‘The Financialoscopy® Process’. We may have taken care of some little things along the way: investment concerns, retirement concerns, or life insurance strategies. That is just piecemealing things together, but if you’re one of my clients who has not gone through the Process, my recommendation today is for us to meet and get this done, and we can take a look at your entire life. Yes, this will entail a fee because of the amount of time, effort, and work that we spend getting you from Point A to Point B, but we want to make a difference in the lives of those who have not had a chance to experience ‘The Financialoscopy® Process’.

If you are someone who is just finding us and has never had a sit-down conversation with us, I invite you to have an initial visit with us. We like to call that our first date. We go on a date together and it’s a speed date. We figure out if we gel or see eye-to-eye with one another. Then, we decide if we should move forward with going through ‘The Financialoscopy® Process’. We can do that virtually or in person; no matter where you live in the United States, we can connect. We have clients in Tennessee, Mississippi, Wyoming, and Ohio, and all throughout the United States. If you live locally, that’s great. We can take advantage of proximity and meet in person.

A firetruck just went by with its sirens on, which made me think to remind you that waiting for an emergency to happen is not the best timing. The best time to take care of your future is when it’s not an emergency and you can sit back and take it all in so you’re ready to move forward with your goals.

We can’t take care of every single item in your personal growth, business growth, educational growth, and spiritual growth, but we can take care of the one thing that many people fear taking action on, their financial growth. So, if you are looking for a recommendation in the Near Year for yourself or if you know someone, a friend, coworker, or a family member, we’re sharing this recommendation with you since we’re at the very start of a New Year. Let us be your accountability coaches. Perhaps it’s time to schedule your Financialoscopy®.

 


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Securities offered by Fortune Financial Services, Inc., member FINRA & SIPC. Advisory services offered by Interactive Financial Advisors, Inc. Bertrang Financial Corp. offers non-securities based insurance as an independent business. Bertrang Financial Corp., Fortune Financial Services, Inc. and Interactive Financial Advisors, Inc. are separate entities. © Bertrang Financial Corp. 2024
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