| Table of Contents |
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Key Points
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| Reference_description_with_linked_URLs__________________________ | Notes__________________________________________________________________ |
|---|---|
| m Life | |
| SLP - Sky Life Plan | |
| SLP - DL | Discover Life - explore the 5WH you want to focus on |
| SLP - GAAPS. - BYP - Build Your Plan | Goals > Assessment > Assumptions > Problems > Steps |
| SLP - OAARS. - UYP - Update Your Plan | Objectives > Assessment > Assumptions > Review > Steps |
| SLP - Concepts | |
| AMSGPSL - 1 - LIFE - Plan Your Life | |
| m AMSGPSL - 2- Work | |
| AMSGPSL - 2 - Make - Wages - Work | |
| AMSGPSL - 4 - Grow concepts | |
| AMSGPSL - 2 - Make - Education - Affordable College OptionsOptions | |
| m Tax#References | |
https://services.sunbiz.org/Filings/AnnualReport/FilingStart | FL LLC registration & reports for Sky Palms LLC reporting |
https://dos.fl.gov/sunbiz/other-services/reporting-of-beneficial-ownership-information/ | Sky Palms LLC reporting The Corporate Transparency Act (CTA) requires beneficial ownership information (BOI) reports to be filed with the Financial Crimes Enforcement Network (FinCEN) by companies that meet the definition of a "reporting company". Reporting companies include corporations, limited liability companies (LLCs) |
| m Health | |
| Mental Health | |
| https://www.linkedin.com/pulse/principles-lifelong-meaningful-relationships-ray-dalio/ | Ray Dalio on life long relationships |
| https://unherd.com/2019/12/is-this-the-end-for-labour/ | Paul Embrey on what liberal UK voters really want and why they voted conservative in 2019 |
| https://www.brainyquote.com/quotes/thomas_sowell_163937 | Thomas Sowell on "Johnny doesn't know what thinking is" ** |
| https://www.businessinsider.com/the-40-smartest-people-of-all-time-2015-2#now-take-a-look-at-whos-sharp-on-wall-street--41 | |
| Signs your partner cares for you video | |
Jim Mason - images gallery |
Key Concepts
DL - Discover Your Life - learn about life for your journey - 5WH
Master Life
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Master Life-v1.pdf ( open this pdf file )
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BYL - Build Your Life - GAAPS - Goals, Assess, Assumptions, Plans, Steps
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UYL - Update Your Life - OAARS - Objectives, Assess, Assumptions, Review, Steps
Financial Health - AMSGPSL
Ask
Financial Goals?
Current Financial Health?
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estate plan - what to pass on and how
Make
make plan - find right work income plan - roles, products, services, etc
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a>>> file 2023 returns by Aug 31
Save
savings plan - improve net monthly income flow, wealth generation
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<< see options under Plan-Decisions
Grow
investment plan - how to invest for sustainable income growth within the risk profile
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<< see performance - 1 year below
<< see opportunities - investments - jim-view1
https://finance.yahoo.com/portfolio/p_0/view/view_3
<< see how values on Zillow for protection, growth, income
https://www.zillow.com/myzillow/yourhome
Protect
Insurance ?
homeowners - insured or self-insured
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will
Trusts
Spend
Given income, wealth goals
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Focus on free entertainment for fun >>> 5WH ?
Live
living plan - within 2 years, rethink locations, who to live with where
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Potential Challenges
Candidate Solutions
MACOSX - Sublime files
Step-by-step guide for Example
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