How To Create A Business Plan With Seattle Mortgage Broker Dan Keller (Demo)

This week I am explaining how to create a business plan and LIFE plan. I will also share the importance of having this in place in your life (regardless of your job or age)!
Welcome to my Making Cents of the Markets, Episode #48:

How To Create A Business Plan and Life Plan


Business Planning Docs I Use

Where are you now doc – download here
Where I will be doc – download here
Vision Traction Organizer – download here
Personal Family Budget Form – download here

The 9 Steps To Achieving A Goal

1️⃣ Identify what you want to achieve (big goal)
2️⃣ Write down the steps or phases that will be required
3️⃣ Write down the obstacles you’ll encounter AND who you’ll need help/advice/education from
4️⃣ Work from the end backward – create an annual, monthly, weekly, and daily to do checklist (use bullet points NOT numbers)
5️⃣ Set a completion date w/ reward for each of the phases you’ll complete
6️⃣ Find an accountability partner or identify someone that will motivate you daily (a person, object, or picture)
7️⃣ Assign a harsh punishment if your goals are not achieved (not buying new car, purse, trip…)
8️⃣ Post your goals (1-yr vision tracker) on your bathroom mirror, cubicle at work… Where you’ll see it daily
9️⃣ Be obsessed w/ your goal. Surround yourself w/ books, youtube content, and people that motivate you. DISCIPLINE = FREEDOM

Want To Know More About Mortgage Planning with Dan?


How to Get Approved For A Home Loan With Dan Keller

We make it easy. I encourage you to reach out to me through email or phone to have a mortgage planning discussion surrounding your mortgage goals and budget. There are so many additional factors that go into qualifying for a Home Loan today, it’s important that you are working with a professional that understands the ins and outs of the process and current market trends.
To apply for a home loan, visit my Mortgage Concierge Page and follow steps one and two.

I Want To Be Your Mortgage Advisor!

I LOVE connecting with my social media followers and readers! You are the reason I produce this content and share it weekly on Seattle Real Estate Radio 1300am. I can always be reached directly at 425-350-7136 or via email at
If you found this information valuable, please share it! If you are a real estate broker and would like more information like this to be shared at your next office meeting, please contact my office to scheduled me!
More Info On Our Next Home Buyer Class – Home Buying 101 Mixer
Get Pre-Approved With Dan – Apply Now
Monthly Budget With Dan Class –
Download My Mortgage Planning Guide – Dan Keller’s Mortgage Planning Guide
Want to know more about me? Visit my Yelp page to see what others say….

Yelp Mill Creek Mortgage Broker





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