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Welcome to the Seriously Fam! Where modern professionals get serious about creating the life of their dreams and the wealth to go with it. Michael and Alisa are siblings who rarely fought as children, lived together for a short stint, and once even worked at the same office. They’re close. Now with Michael living in Fresno and Alisa living in LA, they use this podcast to chat about what they’re up to in work and life. 

Seriously though, Michael is a Wealth Adviser and Alisa is a Vision Producer. You can expect Michael to reveal tips to save, manage, and invest your money. Alisa will share best practices on getting clarity on your vision, creating a strategy, and making it happen!

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  2. 3. Going to the Movies Solo, Vision Boards, and Three Financial Must-Haves

3. Going to the Movies Solo, Vision Boards, and Three Financial Must-Haves

Jan 6, 2020

What Alisa’s liking on social: @bossladiesmindset, “When they tell you not to be eye candy, but to be soul food. Except you’re a multifaceted being. So you’re eye candy, soul food, & a spiritual warrior princess.”

What Michael’s liking on social: @clarkfinancialsolutions, “Personal finance is 80% behavior and only 20% head knowledge.”

Have you ever gone to the movies by yourself? Alisa recently saw Queen & Slim at the theaters and loved the film and the experience.

Thinking about hosting a Vision Board Party? Read Alisa’s blog to get the scoop on how to focus on leading the experience. Aside from a handful of magazines, craft supplies, and your own vision for your future, she provides other tips on what you need to know to lead the event.

Finally, Michael discusses three must-haves for your financial goals:

  1. Goal Sheet: Short-term (1-3 yrs), mid-term (5-7 yrs), and long-term goals (7 yrs+)
  2. Spending Plan: list of expenses and income
  3. Strategy: how is it going to happen (think of ways to reduce your expenses or increase your income)

Download Michael’s spreadsheet with the three must-haves.

All links:

To schedule an introductory coaching session, visit Alisa.Coach. For more information on financial planning, visit Bolt Wealth Management.