2025 Business Model and Growth Plan

It Starts with My Ikigai

Mission

“I help others see their true potential through the eyes of faith, making a positive impact in their lives by serving them in the areas of Faith, Family, Fitness, and Finances.”

Passion

“I love leading and teaching. I bring energy to others through social media, one-on-one coaching, and helping them grow.”

Profession

“I empower 6 & 7-figure entrepreneurs focused on Faith, Family, Fitness, and Finances. With financial planning accountability, I help them become their best selves.”

Vocation

“I teach financial principles in simple ways that people can understand. I help them reach their goals and move towards financial independence.”

Top 10 Personal Goals

Stay Clean and Spiritually Attuned
Lead with Faith
Achieve Financial Freedom
Practice Financial Discipline
Be Present in All Areas of Life
Prioritize Family Time
Excel Professionally
Honor Family Heritage
Build a Purposeful Business
Embrace the Eye of Faith

2025 — Foundation and Building Momentum

1% of the Market Share is in Kootenai County

The total mortgage volume in Kootenai County is roughly $4 billion annually. A 1% market share represents approximately $39 million in annual production, equating to 101 loans annually at an average loan size of $385,000.

The personal goal is “$20 million in loan volume,” ensuring family comfort and opportunities, with a stretch goal of $50 million.

Four Traffic Sources

The business model operates on four pillars:

Warm Outreach
Cold Outreach
Free Content
Paid Leads / Ads

Weekly Schedule Framework

The framework runs Monday through Friday with consistent daily structure:

8:30 AM — Breakbread
9:00 AM — Theme Day Calls
11:00 AM — Call New Leads
12:00 PM — Lunch (Breakbread)
1:00–5:00 PM — Appointments
5:00–6:00 PM — New Leads / Call Backs

Friday includes 4:45 AM Temple Worship.

Key Performance Indicators

Talk To’s: 10 Daily
New Leads: 20 Weekly
Appointments: 25 Per Week
Loan Volume: $500,000+ Weekly