Uncommon Wealth Podcast

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Episode 77

You Need A Personal Financial Dashboard with Phillip Ramsey and Bryan Dewhurst

Uncommon Wealth Partners
Uncommon Wealth Partners
You Need A Personal Financial Dashboard with Phillip Ramsey and Bryan Dewhurst
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Most financial advisors will hand you an eighty-five-page financial plan and send you an invoice. The reality is that most people don’t want to sort through a novel when they’re already preoccupied with their financial future. That is why we created The Uncommon Financial Dashboard.

The Uncommon Financial Dashboard is the culmination of a decade in business coaching and financial advisory. It is a one-page plan you can use to figure out where you are currently, where you need to go, and how you’re going to get there.

The financial assets outside of your investment accounts, 401k, or Roth IRA, have just as much of an impact on your financial plan as putting money into the stock market. With that in mind, our dashboard is designed to help visualize how all of these assets fit together so you can make financial decisions more effectively.

As financial advisors who care about all aspects of your life, we want to provide you with tools and resources to help you achieve your goals faster. In this week’s duocast episode of the Uncommon Life Project, we explain how The Uncommon Financial Dashboard will help you design your own success blueprint, realize your vision for the future, and get there quickly.

What You Will Learn in This Episode:

  • What a financial dashboard is and why you need one
  • What the Uncommon Financial Dashboard is
  • How our dashboard will help you figure out where you are, where you need to go, and how to get there.
  • How to develop unified goals that build wealth
  • Why you are your greatest asset
  • Different ways you can use our dashboard to build your own success blueprint
  • Why financial planning is a process, not an event
  • The specific sections of our financial dashboard and why each one is important
“Financial planning is a long-term process, so you need a mechanism to create checkpoints and measure your progress.” — Bryan Dewhurst Click To Tweet “Don’t just think about good ways to make money. Think about the best ways for YOU to make money that you’re excited and passionate about.” — Phillip Ramsey Click To Tweet “We overestimate what we can do in a year but we underestimate what we can do in ten.” — Bryan Dewhurst Click To Tweet “You need to financially unify your marriage before stepping into uncommon world where you invest in something you’re passionate about.” — Phillip Ramsey Click To Tweet “In traditional financial planning, advisors try to buy the last day of your life and work backward. When we meet with people, we’re trying to buy the next day of your life and understand what financial freedom looks like tomorrow.” — Bryan Dewhurst Click To Tweet “It doesn’t matter how many accounts you have in debts; write them down because it gives us a plan to go after.” — Phillip Ramsey Click To Tweet “When the husband is ready to go and the wife is uncertain, we can usually get the wife on board with something uncommon as long as the debt picture is certain for the spouse.” — Phillip Ramsey Click To Tweet “In the financial planning process, we need to know where you’re at and what liabilities are outstanding, because it affects your balance sheet, your overall net worth, and your cash flow as well.” — Bryan Dewhurst Click To Tweet