Katie Wesney
๐ค SpeakerAppearances Over Time
Podcast Appearances
being really directive in terms of bank account structure.
So again, you are in control, you're being purposeful, and you're embedding these really good feedback loops in terms of structure that are seeding, I'm okay, I'm okay.
And it's really important.
Yeah, for my clients, we're quite granular because again, everyone is different and we base it off of what do you want to do?
What are you doing now?
What do you want to do?
Cash in, cash out, what's left over?
That kind of cost load, I need to ensure that they can facilitate it now and into the future.
We figure out the assets that they have and we divide it by
when they retire and how long that's going to last.
Pretty simple, but you can also quickly see if there's going to be a problem.
And then we course correct in terms of strategy.
Absolutely not.
They are so normal because there's a lot of psychology around all of this as well.
And I actually think my message to them would be,
you have done an extraordinary thing.
You have come here with nothing and you have built something that lots of people never will.
And that lack and that scarcity that has driven you has served you.
It has, and you've done really well.
But that lack