The Banking Trap Book & Inverest Method by Monty Bains

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🎯 Let’s Create Your Vision for 2025

As we wrap up the holidays and head into the new year, it’s hard not to reflect on where we’ve been and where we want to go. I’ll admit—I used to think all this “vision and goal-setting” stuff was BS. But last year, I decided to give it a shot. And let me tell you, the results have been game-changing.


Having a vision gives you clarity. It’s not just about lofty dreams—it’s about creating a roadmap for every aspect of your life.


Personally, here’s what’s on my 2025 vision board:



I’ve also taken a lot of time to work on myself. Over the past year, I became certified as a life coach. And as a retired banker, I decided to lean into my passion for financial growth by becoming a financial services distributor. Life is truly abundant when we open ourselves up to new opportunities—and step outside our comfort zones.



I like to break my vision into four categories:


Health:


Wealth:


Relationships:


Self:



Your Challenge for 2025

Take some time this week to reflect on each of these categories. Write down 1-2 goals for each. They don’t need to be perfect or overly ambitious—just meaningful to you.


If you’re ready to dive deeper into creating your 2025 vision, reply to this email or [insert link to a resource or coaching session]. Let’s work together to make this your most transformative year yet.


Remember: Life begins at the edge of your comfort zone. Lean into discomfort—it’s where growth comes from.


Here’s to a year of focus, growth, and incredible breakthroughs!


To your success,


Coach Monty :)

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