Aug 10, 2023

Maximizing Your Potential … Step by Step

Lizz Schneider, CFP®

Lizz Schneider, CFP®

Owner Founder

WHealthy Empowerment Network… If not now, W.H.E.N.?

This is Lizz Schneider, coming to you from a small town in Central Wisconsin (Stevens Point/Plover, to be exact).

I’m creating articles, a blog and a podcast because I want to help you feel better about yourself, figure out what you want out of life, make a plan to help reach your goals and maximize your potential.

You might be asking yourself, “Who is Lizz Schneider and does she have the experience to help me in this journey?”

Good questions! I’m an investment advisor representative, a CERTIFIED FINANCIAL PLANNER™ professional and a working mom. For more than 27 years, I’ve worked closely with my clients to help them reach their financial goals (as well as mine). I’ve also experienced personal and professional challenges that have helped me understand that life is not always a simple cause and effect “If you do this, then this will happen.”.

More importantly, I’m a relatable people person. My passion is building relationships and helping those who want my help take meaningful steps toward reaching their goals. This, in turn, can help you feel more confident and happy.

How will I do this?

Although I have a successful and growing career, I want to help more of you reach your personal potential.

YOUR PRIORITIES

When I meet with clients one on one, we go through a process of defining those things that are most important to you:

Then, we discuss those most important considerations and determine your personal time line to create:

YOUR GOALS

Next, we formulate, step by step, those tasks you need to take to begin your individual journey toward successfully achieving your goals.

YOUR PLAN

We have all told ourselves, “Tomorrow I’m going to do this …” or “I can’t wait to start this … it’s going to be so great!” But without the next step:

IMPLEMENTATION

All your work up to this point is basically a lot of detailed dreaming. If you don’t put your plans into action, even with a baby step in the direction of your goals (watch the movie “What About Bob?” to truly understand the importance and humor of baby steps), you will be stuck in Fantasy Land.

My goal is to provide you with the encouragement and resources to help you want to take that step.

Lastly, in terms of the process, I will help you with how you can:

MONITOR

your plans, your process, your progress.

Occasionally, you’ll need to take a step back, review your progress, celebrate the wins (small or large), learn from the inevitable failures and then, finally:

ADJUST

Things are going to happen … life happens!

Whether it’s something you could have controlled or is a complete surprise, something – or many things – are going to transpire that you never saw coming.

CHANGE AS NEEDED

It can be challenging and disheartening to realize that change is what’s needed at times, but it’s also a reality.

No one has a crystal ball. No one knows what the future will bring.

But I am committed to the belief that everything happens for a reason – and more good things happen when we plan.

Interested in hearing more?

Follow me on Facebook, Instagram and LinkedIn, and check out my website for more ideas on how to reach your potential.

Looking forward to our journey together.

Lizz (with two zzs)

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