Most people plan for their finances — but what about their relationships, community, and passions? It’s time to take a more holistic approach to your future.
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Aliki Samone, author of Conquer Your Summit: How to Build a Five-Year Plan & Live Your Best Life and The Summit Method: A 3-Step Strategy for Success in Self, Wealth, and Community. Aliki shares her transformative “Summit Method,” which guides individuals in creating a values-based five-year plan that goes far beyond financial goals — touching on relationships, community, and personal growth.
In this episode, you will learn:
- How to apply goal-setting strategies to both tangible and intangible life objectives.
- Why community and relationship goals deserve a place in your long-term planning — and how to structure them.
- The importance of visualization, data tracking, and regular check-ins to stay aligned with your plan.
- What to do when you hit a setback or lose momentum — and how to bounce back with clarity and purpose.
- And more!
Whether you’re in a transitional phase or simply seeking more intentionality in life, this episode is packed with practical tools to help you map out and live your vision.
Resources:
Episode Transcript & Blog | www.conqueryoursummit.com | Conquer Your Summit: How to Build a Five-Year Plan & Live Your Best Life | The Summit Method: A 3-Step Strategy for Success in Self, Wealth, and Community | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
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