Friday, April 13, 2007

Everything is flowing easily and comfortably into my experience and business. I have set up my financial fund plans: Personal and JKM Income.

My personal fund plan consists of all the companies that pay on a monthly basis, investing in those companies. Such companies are Sprint, Bellsouth, Wells Fargo, etc to name a few. The reason for this fund is to invest in what you know and use investment plan logic.

My JKM Income fund consists of companies and funds that as a business investment income producing vehicles that produce high income with capital appreciation as a secondary strategy. I have identified Cohen & Steers Advantage Realty Income fund to start.

I have also begun setting aside my CD ladder fund which I will implement with BOA. The first ladder will be a year ladder starting with $4,000, set for 30, 90, 180, 270 days. This will be a good start for my laddering strategy that as a CD matures I will reinvest the monies every 3 months so I have a CD maturing 3 months initially,then begin my 6 month laddering strategy.

I am 5 weeks into my CDL classes and on target to have my license by mid May. I have set up a team driving approach with Chad G to drive with him that will allow me the flow and freedom to expedite my current investment strategies.

New monetary goal focus: $5,000 a week.