Louis Guajardo, CFP®
@joinmoonshotcollective.com
Educating business owners and
entrepreneurs on finance 💸
Resources ⬇️
joinmoonshotcollective.com/resources
entrepreneurs on finance 💸
Resources ⬇️
joinmoonshotcollective.com/resources
Pinned
⭐ start here
hi, i m louis
i’ll share my story in the next few images.
hi, i m louis
i’ll share my story in the next few images.
Treat your life like a business.
Set strategy.
Track progress.
Review quarterly.
Adjust when needed.
That’s how you win.
Set strategy.
Track progress.
Review quarterly.
Adjust when needed.
That’s how you win.
June 13, 2025 at 7:56 PM
Treat your life like a business.
Set strategy.
Track progress.
Review quarterly.
Adjust when needed.
That’s how you win.
Set strategy.
Track progress.
Review quarterly.
Adjust when needed.
That’s how you win.
Most people don’t have a money problem.
They have a clarity problem.
Fix that first.
They have a clarity problem.
Fix that first.
June 12, 2025 at 9:55 PM
Most people don’t have a money problem.
They have a clarity problem.
Fix that first.
They have a clarity problem.
Fix that first.
Your net worth is your scoreboard.
You don’t need to obsess over it.
But you do need to check it.
You don’t need to obsess over it.
But you do need to check it.
June 12, 2025 at 4:38 PM
Your net worth is your scoreboard.
You don’t need to obsess over it.
But you do need to check it.
You don’t need to obsess over it.
But you do need to check it.
Assets you forgot to count:
• Equity in your home
• Emergency fund
• Retirement accounts
You’re likely wealthier than you think.
• Equity in your home
• Emergency fund
• Retirement accounts
You’re likely wealthier than you think.
June 12, 2025 at 4:06 PM
Assets you forgot to count:
• Equity in your home
• Emergency fund
• Retirement accounts
You’re likely wealthier than you think.
• Equity in your home
• Emergency fund
• Retirement accounts
You’re likely wealthier than you think.
This 15-minute ritual changed how I think about money.
Track your net worth once a year.
Every January.
Based on your 12/31 account balances.
Track your net worth once a year.
Every January.
Based on your 12/31 account balances.
June 11, 2025 at 9:56 PM
This 15-minute ritual changed how I think about money.
Track your net worth once a year.
Every January.
Based on your 12/31 account balances.
Track your net worth once a year.
Every January.
Based on your 12/31 account balances.
Quarterly reviews are normal for a company.
But rare for a person.
#business #finance #personalfinance
But rare for a person.
#business #finance #personalfinance
June 11, 2025 at 6:27 PM
Quarterly reviews are normal for a company.
But rare for a person.
#business #finance #personalfinance
But rare for a person.
#business #finance #personalfinance
The formula is simple:
Assets - Liabilities = Net Worth
But most people never look.
So they never grow.
Assets - Liabilities = Net Worth
But most people never look.
So they never grow.
June 11, 2025 at 4:40 PM
The formula is simple:
Assets - Liabilities = Net Worth
But most people never look.
So they never grow.
Assets - Liabilities = Net Worth
But most people never look.
So they never grow.
Your personal finances are already a business.
You’re just not acting like the CEO yet.
You’re just not acting like the CEO yet.
June 10, 2025 at 9:25 PM
Your personal finances are already a business.
You’re just not acting like the CEO yet.
You’re just not acting like the CEO yet.
I saved 39% of my income ($20,000) in 2021 using this system, but then I changed my strategy. Here's why:
June 5, 2025 at 6:06 PM
I saved 39% of my income ($20,000) in 2021 using this system, but then I changed my strategy. Here's why:
I’ve seen people with high income and no net worth. Why? They don’t track the big picture.
June 4, 2025 at 4:20 PM
I’ve seen people with high income and no net worth. Why? They don’t track the big picture.
Every quarter, businesses check in with their balance sheet. Every January, I do the same with mine, and I think you should too.
#personalfinance #finance #business #entrepreneurship
#personalfinance #finance #business #entrepreneurship
June 3, 2025 at 9:12 PM
Every quarter, businesses check in with their balance sheet. Every January, I do the same with mine, and I think you should too.
#personalfinance #finance #business #entrepreneurship
#personalfinance #finance #business #entrepreneurship
Tracking your net worth once a year will change your financial life.
Do you do this?
Do you do this?
June 3, 2025 at 9:11 PM
Tracking your net worth once a year will change your financial life.
Do you do this?
Do you do this?
Assets = What you own.
Liabilities = What you owe.
Net Worth = What’s left.
Simple but powerful.
Liabilities = What you owe.
Net Worth = What’s left.
Simple but powerful.
June 3, 2025 at 7:37 PM
Assets = What you own.
Liabilities = What you owe.
Net Worth = What’s left.
Simple but powerful.
Liabilities = What you owe.
Net Worth = What’s left.
Simple but powerful.
⭐ start here
hi, i m louis
i’ll share my story in the next few images.
hi, i m louis
i’ll share my story in the next few images.
June 3, 2025 at 7:35 PM
⭐ start here
hi, i m louis
i’ll share my story in the next few images.
hi, i m louis
i’ll share my story in the next few images.
Businesses track, review, and adapt. People wing it. Guess which one wins?
June 3, 2025 at 4:35 PM
Businesses track, review, and adapt. People wing it. Guess which one wins?
Anyone get a tax refund this year?
If you did, you basically gave the IRS an interest-free loan. Instead of trying to get a refund, try getting your tax bill to $0 and put your extra dollars to use today.
If you did, you basically gave the IRS an interest-free loan. Instead of trying to get a refund, try getting your tax bill to $0 and put your extra dollars to use today.
June 2, 2025 at 11:06 PM
Anyone get a tax refund this year?
If you did, you basically gave the IRS an interest-free loan. Instead of trying to get a refund, try getting your tax bill to $0 and put your extra dollars to use today.
If you did, you basically gave the IRS an interest-free loan. Instead of trying to get a refund, try getting your tax bill to $0 and put your extra dollars to use today.