045: Being Intentional With Your Wealth. An Interview with Shilo Lockett

Season #2

If you have a stellar team that could use some help polishing up their productivity skills AND uncovering ways to work better as a team, going through the GYST Productivity Program as a group might be exactly what you need.

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In this episode I bring you Shilo Lockett, an expert on wealth management. Shilo is the president of Comprehensive Wealth Management based in Lynnwood, Washington.

Shilo takes a special interest in helping women – and other populations who have not historically had a seat at the table – develop their financial literacy and professional opportunities.

Whether you’re all good with your financial knowledge and planning or not, I know you will benefit from hearing what Shiloh has to say about:

  1. Getting clear on what you want;
  2. Being intentional about how you are going to use your resources to get to where you want to go;
  3. Getting habits in place right now that will make all of it easier;
  4. Just getting started. It's never too late or too early to work towards what life you want; and
  5. Enjoying the journey

Go on to https://www.cwmnw.com/ to find out more about Shilo and her team. You'll find a host of personal financial resources, market updates and you can even sign up for a free, 30-minute call to ask questions and discuss your own situation.

Question of the Week: Think of your life 10, 20, 30 years from now. What do you want it to look like?

Bonus question: What's one thing that you'll do TODAY that will move you closer to that life you envision?

Let me know over at @productivitybreakthrouh on Instagram and Facebook.