Breaking Announcement: FREE "Create Your Wealth Plan" Coaching Container+ How to set better priorities

Newsletter Archive

THE WEALTH PLAN

LETTER ELEVEN

Hello friend,
Here we are with the eleventh letter of the Wealth Plan, which is designed to empower your financial journey!
A couple of days ago we left Ortisei and this week I am writing from Maranza, another small alpine village in Val Pusteria, Dolomites (Italy) where they speak German despite the fact that we are in fact in Italy. This summer, thanks to my online business which is 80% automated I have been able to travel a lot with my son first  ( as a solo and present parent) and with both my son and husband here in the mountains.
ps: the newsletter will be back Monday September 2
Let's now dive in,

FINANCIAL LITERACY

I’m thrilled to announce that starting the second week of September, I’ll be offering a series of FREE monthly coaching sessions designed to help you achieve financial independence. Each month, I’ll host four live, hour-long sessions, giving you the tools and strategies you need to begin your wealth creation journey.

These sessions are limited to just five participants to ensure a personalized and impactful experience. While attending live is ideal, replays will be available so you won’t miss a thing.

To join: click here, fill a short form (3 questions, 30 seconds) and I will be in touch with the details!

During the program, I’ll guide you through the four essential pillars of wealth creation, sharing practical tools to help you master each one:

  1. The Spending Plan – Learn how to track and manage your expenses through a mindful budgeting routine.
  2. The Income Plan – Strategies to increase your earnings and optimize your income streams.
  3. The Saving Plan – Techniques to build a robust savings foundation.
  4. The Investing Plan – Insights into smart investing to grow your wealth.

Check out the background information below to learn more about my experience and why I’m excited to lead this transformative webinar series. Don’t miss this opportunity to kickstart your financial journey!

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ADVANCED FINANCIAL PLANNING 

Over the past few weeks, I've highlighted the importance of creating your own Investment Policy Statement—a crucial document that serves as the operational manual for managing your wealth.

Today, I want to take a step back and encourage you to reflect on the core principles that should guide your investment decisions.

To help you define these principles, consider the following questions:

  • Are you focused on short-term gains or long-term growth?
  • Do you believe that markets are generally efficient, or do you think efficiency varies across different asset classes?
  • How important is the liquidity of an investment to you, and do you see it as a key factor in pricing?
  • Do you favor a rigorous, systematic investment approach, or do you prefer a more flexible, discretionary process?
  • How much weight do you place on sustainability, ethics, and ESG principles in your investment strategy?

Reflecting on these questions will help you craft a set of guiding principles that align with your values and financial goals, ensuring that your investment process is both intentional and effective.

BEYOND FINANCE

Do you ever start the day with the best intentions, only to find yourself at the end of it wondering where the time went and why so little of what you intended got done?

That constant feeling of not having enough time—it’s frustrating, isn’t it? But here’s the truth: It’s not time you’re lacking; it’s priorities.

Mastering the art of prioritization, especially when your schedule is overflowing, is a critical skill.

For example, if your priority is to get your finances in order, build wealth, and secure your future, then my new coaching programs should be at the top of your list

Sign up HERE to be among the first participants! 

Follow this simple 3-step framework that will help you cut through the noise and focus on what truly matters.

Today, I’m sharing the first step in this framework. Stay tuned for the next two in upcoming newsletters.

Step 1: Define Your Goals

Before diving into your tasks, you need absolute clarity on your goals. What are you aiming to achieve? Clear goals are the foundation of effective prioritization.

How to do it:

  • State your primary goal: What’s the one thing that will have the greatest impact?
  • Break it down: Divide this goal into smaller, actionable steps.
  • Execute with focus: Every decision and action should move you closer to this goal.

Quote of the Week

"The secret to getting ahead is getting started."
— Mark Twain

Join the Coaching Container


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Past Newsletters

Letter One; Letter Two; Letter Three; Letter Four; Letter Five; Letter Six

Letter Seven; Letter Eight; Letter Nine; Letter Ten

© Copyright, 2024,Elisabetta Basilico,@thewealthmamma

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