Tag Archive for: Plan Ahead

Plan Ahead for 2023

Now that we are a few days into the new year and officially back to work, it’s a good idea to make some plans as to how you want the year to unfold. Cause if you don’t plan then you essentially plan to fail. Even if you had an amazing 2022, it is still a good idea to set new and bigger goals as nobody wants to stand still.

  • Do you have relationship goals?
  • What are your health goals?
  • What are your personal finance or income goals?
  • What are your contribution goals?
  • What travel destinations are on your bucket list for this year.

Find a goal that excites you. Don’t think small or write down something that you have done before. Make it big enough that it has to stretch you to reach it. The downside of not doing this is that you may find yourself doing the same thing that you have always done and helping someone else hit their goals.

Today I am thankful for a great holiday’s with my family, the excitement & drive to achieve fresh goals and the person I will become by exceeding them.

I look forward to hearing from you in regard to your mortgage needs.

Patrick

p.s- You can click on this link to start the process whenever you are ready. Schedule your meeting with me here.

p.s.s- I should tell you that I am licensed in Nova Scotia Brokerage (2022-3000179) Broker (2022-3000180), Ontario(M18001555) & in British Columbia(BCFSA #504098).

p.s.s.s You can download my new mortgage app here

Plan Ahead

Now that my annual filing is complete for my license here in NS, it’s time to shift the focus from the past and plan for a prosperous future. That’s not to say that the past year wasn’t good, it was, however like with anything in life the goal is to constantly improve.

The standards that the province put into place last year gave me a view of my business that I had not seen before. It was both startling and eye opening. It is sort of like when your doctor asks you to step on the scale during your annual check up. Part of you wants to know and part of you doesn’t.

The best way to plan for changes ahead is to get an accurate picture of exactly where you stand. You want to make more money then you should know how much you currently make, want to spend less then you need to know how much you are currently spending, want to lose weight then know what is your current weight, you want to improve your business then know exactly where you stand today regarding your current sales & expenses.

Knowing a clear picture of where you stand today is half the battle, then it’s up to you to decide how much you want to improve and be dedicated to the work that is required to get there. You can’t improve what you can’t measure. This is why I like digital marketing, you know exactly where your clicks or leads come from compared to your ad spend. You can’t get that from a billboard or a bus sign.

Today I am thankful for my persistent friend who got me out for a bike ride today, the four hours I spent yesterday getting my annual filing complete and receiving confirmation that I am now approved and ready to go for another year.

I look forward to hearing from you in regard to your mortgage needs.

Patrick

p.s- You can click on this link to start the process whenever you are ready. Schedule your meeting with me here.

p.s.s- I should tell you that I am licensed in Nova Scotia Brokerage (2021-3000179) Broker (2021-3000180), Ontario(M18001555) & in British Columbia(BCFSA #504098).

p.s.s.s You can download my new mortgage app here

All your ducks in a row

When you leave for a vacation do you scramble around the morning of your departure cramming suitcases and trying to think if you have everything and then invariably arrive late to the airport and almost miss your flight. I am sure there are some of you that do that but I assure you that is not the best way to go.

If you want the smoothest experience as possible it’s always best to plan ahead. That is the same way that I approach getting your financing for your property in order. For most of us this is the single biggest financial transaction in our lives. Wouldn’t you rater that it be as stress free as it can be for all involved.

The way that we do this is to work with you and gather all the pertinent documents upfront and then thoroughly review them prior to submitting them to the prospective lender. Thus allowing for your financing to get approved as quickly as possible so then you can focus on the other important things in your life.

I look forward to hearing from you in regard to your mortgage needs.

Cheers,

Patrick

p.s- You can click on this link to start the process whenever you are ready. Schedule your meeting with me here.

p.s.s- I should tell you that I am licensed in Nova Scotia, Ontario(M18001555) & in British Columbia(BCFSA #504098).